Align Advisor Group, LLC fees and pricing
Financial planner in Vineland, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 29, 2026, Align Advisor Group, LLC charges a flat or project fee of $5,000 and a monthly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Fixed fee rates generally do not exceed $5,000.”
- Monthly fee
- $300/mo
“Align may charge a monthly subscription fee not to exceed $300 per month for ongoing planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Align Advisor Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The annual advisory fee is paid quarterly in advance based on the value of Client’s average daily balance of the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Align Advisor Group, LLC’s fees compare
- Its flat or project fee of $5,000 matches the New Jersey median of $5,000. 48% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Align Advisor Group, LLC
“Align offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 210
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $127,540,715
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336638
- Phone
- (856) 692-0555
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.