# Align Financial Solutions

> Align Financial Solutions is a state-registered investment advisory firm in Hoboken, NJ, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 329945
- Filed as: ALIGN FINANCIAL SOLUTIONS
- Legal name: Align Financial Solutions LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hoboken, NJ
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329945
- AdvisorCensus page: https://advisorcensus.com/firm/align-financial-solutions-hoboken-nj-329945

## Quick answers

**How is Align Financial Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Align Financial Solutions 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 Solutions located?**
Align Financial Solutions' principal office is in Hoboken, NJ, according to its Form ADV.

**Is Align Financial Solutions registered with the SEC or a state?**
Align Financial Solutions is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 329945.

**How much does Align Financial Solutions manage?**
Align Financial Solutions reports $25,060,279 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Align Financial Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (5).

**Does Align Financial Solutions 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/329945

**What changed in Align Financial Solutions' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $22,360,000 to $25,060,279 (+12%).

## 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: $25,060,279
- Discretionary: $25,060,279
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,571,341 |
| High net worth individuals | 8 | $21,488,938 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignfinancialsolutions.com
- alignyourretirement.buzzsprout.com
- Facebook @Alignfinancialsolutionsllc
- LinkedIn @93661988
- LinkedIn @hazel-secco
- YouTube @alignyourretirement

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $22,360,000 to $25,060,279 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Align Financial Solutions (CRD 329945): Form ADV filing data as of October 2026.