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Align Financial Planning

Align Financial Planning. CRD 324318

A

CRD: 324318

Align Financial Planning

Southern Pines, NC, 28387
8309989006
www.alignfinancialplanning.com
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
Prime legacyVertex +more
Established Date
03-07-2023
Office Locations
1

Office Locations

175 E NEW Hampshire AVE Southern Pines NC

About Align Financial Planning

Align Financial Planning is a boutique RIA focused on holistic financial planning and investment education/management for high-achieving women, military families, and entrepreneurs balancing personal and business finances. The firm provides ongoing and project-based planning with guided implementation and quarterly support, including cash-flow and tax strategy work. Portfolios are primarily ETF-based, with custody relationships that include Altruist and Schwab, and meetings are virtual nationwide.

Team overview

34 AVG AGE
$2.8M AVG AUM / ADVISOR
$126.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Atlas Alpha

Client Personas

Matrix focus Ridge horizon

Custodian

Unison oak Summit momentum Signal Meridian harbor Crest legacy

Investment Themes

Vector Value delta Ember Optima delta

Investment Vehicles

Signal vertex

Services

Quantum Prime Element eagle Eagle optima Momentum Glacier

Technology

Zenith eagle Meridian Harbor Wave signal Alpha ridge Alpha Alpha bridge

Owner & Executives

Katherine Taylor Stevick

Katherine Taylor Stevick

Chief Executive Officer

CRD
#6289117
Ownership
75% or more
(876) 772-9683
vital.insight@glaciercapital.com
in linkedin.com/in/vital-vector

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,774,717 --
Non-Discretionary $0 --
Total $2,774,717 --

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Separately Managed Accounts

Total SMA Asset: $2,774,717

$2.8M Total SMA
Equity - Exchange:
10.6%
Public Funds:
13.2%
Cash:
16.2%
Corporate - Investment Grade:
33.2%
U.S. Government/Agency:
26.8%
Asset class Assets Assets %
Equity - Exchange $911,732,109 10.6%
Public Funds $1,135,364,514 13.2%
Cash $1,393,401,903 16.2%
Corporate - Investment Grade $2,855,613,777 33.2%
U.S. Government/Agency $2,305,134,012 26.8%
Total $8,601,246,315 100.0%

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