Align Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Align Advisor Group provides discretionary investment management, financial planning, and retirement plan consulting to individual and high‑net‑worth clients, as well as pension and business plan sponsors. The firm serves roughly 210 client relationships and advises on portfolios that include stocks, bonds, mutual funds, ETFs, and cash equivalents.
Align’s investment process begins with an assessment of goals, risk tolerance, and an asset allocation plan grounded in modern portfolio theory; the firm implements both passive and active strategies and may engage third‑party managers as appropriate. Financial planning is integrated into the advisory relationship and is offered through written, project‑based engagements or ongoing subscription arrangements, allowing for regular monitoring and plan updates.
Noteworthy aspects of the firm include operating its own wrap fee program and offering subscription‑style planning, both of which are uncommon among peers in this supported‑advisor category. Align also participates in a range of sponsored program platforms (including programs offered through LPL Financial and American Funds) and delivers services through a small advisory team managing a multi‑hundred‑million dollar asset base, which concentrates reliance on third‑party program structures and custodial relationships.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally up to $5,000
Commissions received by certain registered representatives for sales of securities and insurance products; 12b-1 fees may also be received
Financial planning subscription fee not to exceed $300 per month
Fee-only: Financial planning fixed fee generally up to $5,000; monthly subscription fee up to $300/month; Retirement Plan Consulting fees negotiable (fixed or asset-based)
Main office
3071 E Chestnut Ave, Suite C9
Vineland NJ 08361
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Align Advisor Group, LLC · Bl Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nicholas B
Series 63, Series 65
Vineland, NJ
Align Advisor Group, LLC
Nicholas Bernhardt is a financial advisor at Align Advisor Group, LLC with 10 years of industry experience. He previously worked at LPL Financial for 13 years and has been involved in real estate sales since 2009. Bernhardt holds Series 63 and Series 65 licenses. Align Advisor Group serves individual and high-net-worth clients, retirement plans, charities, and businesses by providing financial planning, consulting, and discretionary investment management. The firm’s investment approach combines passive and active strategies guided by fundamental analysis and modern portfolio theory, offering services through various platforms including its own wrap fee program and subscription-based financial planning.
Ryan L
Series 63, Series 65
Vineland, NJ
Align Advisor Group, LLC
Ryan Lomangino is a financial advisor with Align Advisor Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at LPL Financial, LLC, Tough Turf LLC, Stockton University, and Atlantic Christian School. Align Advisor Group serves individual and high-net-worth clients, retirement plans, charities, and businesses by providing financial planning, consulting, and discretionary investment management. The firm emphasizes asset allocation with a combination of passive and active strategies and offers services including wrap fee programs and subscription-based financial planning.
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