Align Financial Solutions fees and pricing
Financial planner in Hoboken, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 28, 2026, Align Financial Solutions charges $500 an hour, a flat or project fee of $5,000-$15,000, and an annual fee of $15,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial Consulting Services are offered based on an hourly fee of $500 per hour.”
- Flat or project fee
- $5,000-$15,000
“ONGOING FINANCIAL PLANNING & INVESTMENT MANAGEMENT SERVICES AFS charges the Client an upfront one-time ongoing financial planning fee of $5,000 $15,000.”
- Annual fee
- $15,000-$30,000/yr
“ONGOING FINANCIAL PLANNING Ongoing Financial Planning Services are offered based on an annual flat fee between $15,000 and $30,000 paid quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Align Financial Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees will be debited directly from the client's designated account(s) or invoiced and payable via check or electronic payment as agreed upon in writing.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the - 5- given period.”
How Align Financial Solutions’ fees compare
- Its hourly rate of $500 is above the New Jersey median of $300. 89% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$15,000 is above the New Jersey median of $5,000. 77% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- Its annual fee of $15,000-$30,000 is above the New Jersey median of $6,318. 91% of the 47 other New Jersey planners that publish an annual fee charge less.
About Align Financial Solutions
- Principal: Hazel Secco
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- 1.25% a year
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $25,060,279
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329945
- Phone
- (201) 655-6572
Other planners in Hoboken that publish fees
- Hudson Oak Wealth Advisory LLCHoboken$325/hr
- 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
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.