Form ADV Part 2B: Travis Lazaroff

Part 2B of Form ADV: Brochure Supplement

Travis Lazaroff

1111 Brickell Ave
Suite 2180
Miami, FL 33131
(305) 702-3030
as of November 01, 2026

This brochure supplement provides information about Mr. Lazaroff that supplements the Aligned Wealth Advisors, LLC brochure. You should have received a copy of that brochure. Please contact Nicholas Raffone, Chief Financial Officer of Aligned Wealth Advisors, LLC at (305) 702-3030 if you did not receive Aligned Wealth Advisors’ brochure or if you have any questions about the contents of this supplement.

Additional information about Mr. Lazaroff is available on the SEC's website at www.adviserinfo.sec.gov.

Item 2: Educational Background and Business Experience

Full Legal Name: Travis John Lazaroff Born: 1994

Education

Business Experience

Professional Designations

Mr. Lazaroff earned the right to use the CERTIFIED FINANCIAL PLANNER™ professional or a CFP® designation by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.CFP.net. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements:

• Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in March 2012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course.
• Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations.
• Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements.
• Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks:

• Ethics – Commit to complying with CFP Board’s Code and Standards. This includes a commitment to CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP® professional’s services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client.
• Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards.

Item 3: Disciplinary Information

Mr. Lazaroff has no material disciplinary events to disclose.

Item 4: Other Business Activities

A. Investment-Related Activities

Mr. Lazaroff is not actively engaged in any other investment related business or occupation.

B. Non-Investment Related Activities

Mr. Lazaroff is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his or her time.

Item 5: Additional Compensation

Mr. Lazaroff does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Item 6: Supervision

The Aligned Board of Directors is responsible for supervising advisory personnel activities on behalf of Aligned Wealth Advisors. In addition, the firm’s Compliance team monitors Aligned Wealth personnel’s compliance with the firm’s compliance program, reporting to Nicholas Rafonne. Mr. Raffone, a member of the Board, and the firm’s Chief Financial Officer, may be reached by calling (305) 702-3030 or at nraffone@newedgecg.com.