Align Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$10,000

“Services are offered based on a fixed fee to never exceed $10,000 depending on the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Align Financial Advisors, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Fees are generally invoiced directly to the Client but may also be deducted from another account held with AFA.”
• “For accounts opened or closed during the mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Align Financial Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 9 other planners in Mckinney that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Mckinney that publish a flat or project fee charge less.

About Align Financial Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

91

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$73,622,103

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333905

Website

alignfa.com (opens in new tab)

Phone

(214) 519-8750

Other planners in Mckinney that publish fees

• Ataroke WealthMckinney$300/hr, $250⁠-⁠$20,000
• Cardinal Wealth Management LLCMckinney$200/hr, $150⁠-⁠$450/mo
• Concap LLCMckinney$1,800
• Corus Family Wealth Advisors, Inc.Mckinney$150/hr
• Financial EmpowermentMckinney$500/hr, $1,500⁠-⁠$12,500
• Financial ExcavationMckinney$300/hr, $500⁠-⁠$4,000

Compare all 20 planners in Mckinney