# Align Financial Advisors, LLC

> Align Financial Advisors, LLC is a state-registered investment advisory firm in McKinney, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 333905
- Filed as: ALIGN FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: McKinney, TX
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333905
- AdvisorCensus page: https://advisorcensus.com/firm/align-financial-advisors-llc-mckinney-tx-333905

## Quick answers

**How is Align Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Align Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Align Financial Advisors, LLC located?**
Align Financial Advisors, LLC's principal office is in McKinney, TX, according to its Form ADV.

**Is Align Financial Advisors, LLC registered with the SEC or a state?**
Align Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333905.

**How much does Align Financial Advisors, LLC manage?**
Align Financial Advisors, LLC reports $73,622,103 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (86% discretionary).

**How have Align Financial Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Align Financial Advisors, LLC: Regulatory assets under management: $61,109,576 in the October 2025 data and $73,622,103 in the October 2026 data, up 20%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Align Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (29); charitable organizations (1).

**Does Align Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333905

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $73,622,103
- Discretionary: $63,097,257
- Non-discretionary: $10,524,846

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $17,303,911 |
| High net worth individuals | 29 | $55,943,249 |
| Charitable organizations | 1 | $262,435 |
| Corporations or other businesses not listed above | 1 | $112,508 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alignfa.com](https://alignfa.com)
- [alignfinancialadvisors.com](https://alignfinancialadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $61,109,576 | 3 | July 31, 2025 |
| October 2026 | $73,622,103 | 3 | February 17, 2026 |

Regulatory assets under management: $61,109,576 in the October 2025 data and $73,622,103 in the October 2026 data, up 20%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Align Financial Advisors, LLC (CRD 333905): Form ADV filing data as of October 2026.