# ALIGN FINANCIAL PLANNING

ALIGN FINANCIAL PLANNING is a RIA based in Southern Pines.

## Overview

- **Organization type:** RIA
- **Headquarters:** Southern Pines
- **Assets under management:** Undisclosed
- **Website:** https://alignfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/alignfp

## Regulatory record

- **CRD number:** 324318
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324318

## About

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.

## Sectors

- Women, military families, and entrepreneurs

## People

- Katy Stevick — founder and Principal Advisor
- Katy Stevick — Founder & CEO
- Katherine Stevick — Chief Compliance Officer

## 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.

### Who leads investment decisions at ALIGN FINANCIAL PLANNING?

No principals or investment committee members for ALIGN FINANCIAL PLANNING are named in public sources. Without a website, LinkedIn, or SEC ADV filing data, the leadership team is not identifiable.

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Last updated: 2026-08-14T12:30:00.000Z

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