Align Financial Planning fees and pricing
Financial planner in Southern Pines, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Align Financial Planning charges $350 an hour, a flat or project fee of $750-$12,000, a quarterly fee of $2,000, and an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly rate is $350.”
- Flat or project fee
- $750-$12,000
“Fixed fee rates generally range between $750 and $12,000.”
- Quarterly fee
- $2,000/qtr
“The standard ongoing planning fee is $2,000 per quarter ($8,000 annually).”
- Annual fee
- $8,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Align Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing Financial Planning Ongoing Financial Planning for individuals and households consists of an upfront charge of $2,000 and an ongoing fee that is paid monthly or quarterly, in arrears.”
- “Fees are negotiable in certain circumstances, and the final agreed-upon fee amount and billing frequency will be outlined in the Client’s Advisory Agreement.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Align Financial Planning’s fees compare
- Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $750-$12,000 spans the North Carolina median of $4,800. 67% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- Its annual fee of $8,000 is above the North Carolina median of $6,000. 55% of the 49 other North Carolina planners that publish an annual fee charge less.
About Align Financial Planning
- Principal: Katherine T. Stevick
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 1% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $2,774,717
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324318
- Phone
- (830) 998-9006
Other planners in Southern Pines that publish fees
- Hicks Financial Partners, LLCSouthern Pines$250/hr, $2,500
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
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.