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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on September 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Services
- Technology
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The full Align Financial Solutions record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HAZEL SEO HEEGYUNG SECCO
Chief Compliance Officer, FOUNDER
- CRD
- #6233372
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,060,279 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,060,279 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Align Financial Solutions has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.