ALIGNMENT FINANCIAL GROUP
SEC RegisteredSecure Your Employees' Futures with Expert 401(k) Management
About the firm
Alignment Financial Group specializes in empowering small to medium-sized businesses across diverse industries—including manufacturing, healthcare, and construction—with streamlined 401(k) solutions. Their retirement plan consultants handle plan creation, administration, and fiduciary duties, enabling business owners to delegate complexities while maximizing employee benefits and minimizing fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
401(k) plan creation, administration, fiduciary duty management, ongoing employee education, transparent fee communication, and personalized retirement plan solutions tailored to specific industries.
Who they serve
Small to medium-sized businesses spanning diverse industries including manufacturing, healthcare, legal, and construction.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $3.0M |
| High Net Worth Individuals | 16 | $73M |
| Pension/Profit Sharing Plans | 1 | $1.6M |
| Charitable Organizations | 34 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALIGNMENT FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.