ALIGHT FINANCIAL ADVISORS, LLC

Overview

Alight Financial Advisors, LLC operates as a client-facing advisory and broker-dealer platform focused on individuals and families. The firm combines financial planning with portfolio management for retail clients and small businesses, and it runs educational seminars and workshops as part of its client service mix. Registration with the SEC dates back to 2011; the ownership structure is domestic and includes individual ownership elements. Fee arrangements use a mix of percentage-of-assets, fixed fees and other billing approaches, which lets advisors tailor costs for different client segments. Investment activity centers on using pooled public investment vehicles and professionally managed accounts rather than concentrated direct-stock strategies. The firm does not present itself as an ESG-driven investor and is not positioned as a pension consultant or multi-state institutional allocator. As a broker-dealer with advisory capabilities, its model leans toward providing both transactional services and ongoing advisory relationships designed for individual and family investors.

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Public Holdings

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Location & Offices