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ALIGN FINANCIAL PLANNING
Align Financial Planning, LLC is a fee-only, commission-free fiduciary financial advisory firm. It helps clients make confident money decisions through...
Overview
Align Financial Planning, LLC is a fee-only, commission-free fiduciary financial advisory firm. It helps clients make confident money decisions through purposeful financial planning and investment management. The firm focuses on empowering women, military families, entrepreneurs, and busy parents, offering comprehensive planning, investment management, and business planning without product sales or commissions.
General information
Firm type
RIA
Location
City
Southern Pines
Principals
Katy Stevick
founder and Principal Advisor
Katy Stevick
Founder & CEO
Katherine Stevick
Chief Compliance Officer
Sector focus
Frequently asked questions
Is ALIGN FINANCIAL PLANNING a fiduciary?
As a state-registered investment advisor, ALIGN FINANCIAL PLANNING is required to act as a fiduciary under the Investment Advisers Act of 1940. This means the firm must put client interests ahead of its own and provide full disclosure of fees, conflicts, and material facts.
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