Align Equity Group

Overview

Align Equity Group is a privately held limited liability company controlled by an individual owner that provides advisory and ancillary services to individuals and small businesses. The firm combines financial planning and portfolio management with non-advisory activities: it also operates as an insurance broker and provides accounting services. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly, subscription, and flat-fee models. FINTRX flags the firm as not being a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser or a pension consultant.

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Location & Offices