Align Financial Planning

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

701 Hay St, Fayetteville, North Carolina...

Phone Number

(910) 339-3006

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Align Financial Planning

Align Financial Planning, LLC is a fiduciary financial advisory firm that specializes in fee-only financial planning. The company is dedicated to empowering women, military families, entrepreneurs, and busy parents to create a generational legacy of financial empowerment through intentional investment strategies. With a focus on providing straightforward, commission-free guidance, Align Financial Planning aims to help clients make confident financial decisions that align with their life goals. The firm offers personalized financial planning and investment management services tailored to the unique needs of its clients.Explore more
Align Financial Planning's Social MediaPopular SearchesAlign Financial PlanningAlign Financial Planning LLCFinancial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Align Financial Planning Org Chart

KS
United States flag for contact location.

Founder & Chief Executive Officer

Flame icon indicating likelihood to engage via phone.PhoneEmail
JM
United States flag for contact location.

Director and Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Align Financial Planning

<$5M
1-10
Private
-
2020
KS
Katy StevickFounder & CEO
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2005
N/A
<$5M
11-50
Private
-
2016
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Align Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Align Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Align Financial Planning.

Align Financial Planning Tech Stack

A closer look at the technologies used by Align Financial Planning

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Frequently Asked Questions Regarding Align Financial Planning

What is Align Financial Planning's official website?
Align Financial Planning's official website is www.alignfinancialplanning.com
What is Align Financial Planning's Revenue?
Align Financial Planning's revenue is <$5 Million
What is Align Financial Planning's SIC code?
Align Financial Planning's SIC: 62,628
What is Align Financial Planning's NAICS code?
Align Financial Planning's NAICS: 52,523
How many employees does Align Financial Planning have?
Align Financial Planning has 1-10 employees
What industry does Align Financial Planning belong to?
Align Financial Planning is in the industry of: Finance, Securities Trading
What is Align Financial Planning competition?
Align Financial Planning top competitors include: Lodestar Financial Planning, Trinity Wealth Management, Fleurus Investment Advisory, True Square Financial
What technology does Align Financial Planning use?
Some of the popular technologies that Align Financial Planning uses are: Sentry, Wix, Varnish
How do I contact Align Financial Planning?
Align Financial Planning contact info: Phone number: (910) 339-3006 Website: www.alignfinancialplanning.com
What does Align Financial Planning do?

Align Financial Planning, LLC is a fiduciary financial advisory firm that specializes in fee-only financial planning. The company is dedicated to empowering women, military families, entrepreneurs, and busy parents to create a generational legacy of financial empowerment through intentional investment strategies. With a focus on providing straightf... orward, commission-free guidance, Align Financial Planning aims to help clients make confident financial decisions that align with their life goals. The firm offers personalized financial planning and investment management services tailored to the unique needs of its clients.Read More

What are Align Financial Planning social media links?
Align Financial Planning Facebook page
Is Align Financial Planning a public company?
Align Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Align Financial Planning

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