Align Equity Group fees and pricing

Financial planner in Boca Raton, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated November 5, 2024, Align Equity Group charges $300⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 5, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$500/hr; “Our hourly rate ranges from $300-$500 and AEG requires a retainer for the services which is payable upon entering the agreement.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may also elect to be billed directly for fees or to authorize AEG to directly debit fees from client accounts.”
“Accounts initiated or terminated during a calendar month will be charged a prorated fee.”
“Upon termination of any account, any unpaid fees will be due and payable.”

Its hourly rate of $300-$500 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
6 of the 10 other planners in Boca Raton that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, 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
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 332824
Phone: (561) 206-4441

Is something on this page wrong or out of date?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.