Alignpoint Wealth fees and pricing
Financial planner in Lakewood, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 28, 2026, Alignpoint Wealth charges an annual fee of $10,000-$40,000 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.
- Annual fee
- $10,000-$40,000/yr
“Annual Fee Range: $10,000 – $40,000 per household.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alignpoint Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and paid upfront on a quarterly basis.”
- “Fees may be debited directly from the Client’s investment account, paid by ACH, or by check.”
- “For relationships that commence mid-quarter, fees are calculated on a pro-rata basis.”
How Alignpoint Wealth’s fees compare
- Its annual fee of $10,000-$40,000 is above the Colorado median of $7,750. 86% of the 57 other Colorado planners that publish an annual fee charge less.
- 2 of the 2 other planners in Lakewood that publish an annual fee charge less.
About Alignpoint Wealth
- Principal: Nestor Vargas
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
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
- 1.5% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $17,856,878
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297295
- Phone
- (720) 709-2202
Other planners in Lakewood that publish fees
- Bason Asset ManagementLakewood$3,000-$4,000, $1,450/qtr
- Financial Security Management, IncLakewood$400/hr
- Hinds Financial Group IncLakewood$150/hr, $1,000
- Innovative Financial, LLCLakewoodUp to $5,000, $1,000-$10,000/qtr
- Ironfjord Wealth ManagementLakewood$1,000-$18,000, $8,000-$40,000/yr
- Kindred Financial LLCLakewood$500-$5,000
Is something on this page wrong or out of date?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.