Firm
AlignPoint Wealth
Denver, Colorado
Fee-only
AlignPoint Wealth at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 9 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 90 accounts).
- Its ongoing planning fee starts at $10,300 a year, above the Colorado median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | alignpointwealth.com |
| [email protected] | |
| Phone | (970) 620-8688 |
AlignPoint Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,300 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$2,575 per quarter" source
"Our best-fit clients typically have around $1.5 million or more in liquid investment assets" source
"$2,575 per quarter" source
"AlignPoint uses a flat-fee model for retirement planning and investment management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 13 |
| High-net-worth clients | 9 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 297295 |