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- Custodian
- Charles Schwab & Company · LPL Financial · Prudential
- Clients
- Retail
- Platforms
- Bridge radialHarbor focus +more
- Established Date
- 10-20-2025
- Office Locations
- 1
Office Locations
About Align Financial Solutions
Align Financial Solutions is a fee-only, fiduciary advisory firm focused on professional women and their families (single, high-earning, and nearing retirement). The team provides holistic financial planning and ongoing wealth and investment management, including tax-aware strategies and portfolio construction implemented with vehicles such as ETFs and mutual funds. Clients access planning via a RightCapital portal; founder Hazel Secco is a Wealthtender Voice of the Client Award recipient.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HAZEL SEO HEEGYUNG SECCO
Chief Compliance Officer, FOUNDER
- CRD
- #6233372
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,360,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,360,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,360,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $928,127,403 | 20.3% |
| Equity - Exchange | $763,533,381 | 16.7% |
| Corporate - Investment Grade | $1,179,590,492 | 25.8% |
| Cash | $1,700,804,895 | 37.2% |
| Total | $4,572,056,171 | 100.0% |