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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Matrix focus
- Established Date
- 08-09-2018
- Office Locations
- 1
Office Locations
About Alignpoint Wealth
AlignPoint Wealth is a Colorado-based RIA providing flat-fee, white-glove financial planning plus tax, investment, and retirement advice tailored to each client’s spending, lifestyle, and tax picture. The firm serves individuals and business owners seeking conflict-free guidance (no commissions). Portfolio work emphasizes asset allocation using public funds (e.g., mutual funds). Founder Nestor Vargas earned Wealthtender’s 2025 Highly Rated Advisor award.
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Owner & Executives
NESTOR MAURICIO VARGAS
Chief Compliance Officer, Financial Planner
- CRD
- #5871563
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,856,878 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,856,878 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,856,878
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,341,816,387 | 73.0% |
| Cash | $866,151,267 | 27.0% |
| Total | $3,207,967,654 | 100.0% |