Align Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$800/hr

“The negotiated hourly fee for these services is between $300 and $800.”

Flat or project fee

Up to $50,000

“AWML bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $0 and $50,000.”

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

How Align Wealth Management, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of AWML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of AWML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of AWML’s fees, within five business days of signing the Financial Planning Agreement.”

How Align Wealth Management, LLC’s fees compare

• Its hourly rate of $300-$800 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
• 17 of the 17 other planners in San Jose that publish an hourly rate charge less.
• Its flat or project fee of up to $50,000 spans the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
• 14 of the 15 other planners in San Jose that publish a flat or project fee charge less.

About Align Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning

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

69

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

$116,708,805

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323615

Website

alignwealthmgmt.com (opens in new tab)

Phone

(408) 559-7444

Can advise clients in 3 states: Arizona, California, Texas

Other planners in San Jose that publish fees

• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000
• Corinthian Wealth ManagementSan Jose$300⁠-⁠$500/hr, $3,000⁠-⁠$12,000

Compare all 33 planners in San Jose