ALIGN FINANCIAL PLANNING

ALIGN FINANCIAL PLANNING of SOUTHERN PINES, NC is an SEC-registered investment adviser (CRD 324318). Regulatory assets under management: $2.8M.

Registration

• CRD: 324318
• Type: Registered investment adviser
• Location: 175 E NEW HAMPSHIRE AVE, SOUTHERN PINES, NC, 28387
• Phone: 830-998-9006
• Latest filing: 2026-03-11
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324318 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search