Bringing fiduciary discipline to your financial health.
■ ABOUT ALIGNED
Our firm is built on a foundation of transparent fees, no products of our own, and a team focused on understanding your family, your plan and your portfolio. That's why we'll always be Aligned.
Fee only, no
commissions*
No proprietary
products
Custody in your
name
*Aligned Wealth charges only advisory fees to clients, no commissions. In addition to the advisory fees paid to Aligned, clients will also incur certain charges imposed by third parties, such as broker-dealers, custodians, sub-advisers, and funds. Refer to Aligned’s Form ADV Part 2A brochure for further information.
■ What you can influence
We follow the evidence, not the revenue.
And we take that evidence seriously. Over the last twenty years, roughly 92% of active U.S. equity funds failed to beat their benchmark—and after tax, the gap widens further. So in public equities, we own the market tax-efficiently through direct indexing, and we pay up for active management only where the evidence justifies it.
You can't control the market. You can influence fees, taxes, time horizon and temperament.
Access that used to require a family office.
We create access and underwrite specialized alternatives and direct deals to qualifying clients, without the family-office overhead or the markup.
What we help you access
How we plan around it
■ How the firm is built
Transparent fees
No commissions, no platform fees, no revenue sharing. You always know what you pay and why.
Independent custody
Your assets are held in your name at custodians like Fidelity, Schwab and Pershing. We advise; we never take custody. If you ever leave, your accounts go with you.
One team
Investments, tax, estate, lending, and insurance, coordinated by one team with one complete picture of your wealth. Advice helps win clients, but service keeps them for decades.
One platform
Your entire balance sheet in a single system, visible to you and your other advisors in real time.
One person accountable
A named lead is responsible for your family's experience with the firm, across every account and conversation.
■ The people
We built the firm we knew our clients needed.
Aligned's founders spent decades inside the biggest names in wealth management. We saw what worked for clients and what worked only for the firm, so we built a firm with nothing in the way. No products, no quotas, no hidden economics. Our team comes from investing, technology, and family offices, united by one conviction: the era of paying more for less is over.
Wealth planning starts with your family, not your portfolio.
We review what you pay, how you are invested, and what your plan is for.Watch on YouTube Then we show you what we would change.
