Aligned Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aligned Wealth Solutions operates as an investment manager that focuses on discretionary management delivered mainly through model marketplaces and pooled investment vehicles rather than traditional retail relationships, and it also offers treasury management, financial planning, and promoter/referral services. The firm implements portfolios using low‑cost mutual funds and ETFs and may use individual securities or options as needed.
The firm’s investment approach emphasizes Modern Portfolio Theory and strategic asset allocation, with implementation largely via third‑party model providers on custodial platforms (e.g., Altruist and Schwab) and separate treasury mandates using short‑duration treasury instruments and money market funds. Financial planning and consulting are provided on a non‑discretionary basis, with additional hourly billing for work beyond fixed‑fee engagements.
Notable distinctions include the principal’s outside business activities: a licensed insurance professional role that may produce commission income and ownership of an asset manager that operates pooled funds the firm may recommend to accredited investors. The brochure discloses these revenue sources and describes mitigation steps (for example, excluding assets invested in the pooled funds from the adviser’s standard AUM fee calculation) as well as promoter/referral arrangements with third‑party advisers.
Client services
Expertise
Fee options
Financial planning services offered at a fixed fee as set forth in Schedule A of the financial planning agreement (exact amounts not specified)
$0 - $500,000: 0.80% $500,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
Financial planning additional hours billed at hourly rate set forth in Schedule A (exact rate not specified)
Main office
Raleigh NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Aligned Wealth Solutions · Aligned Wealth Solutions, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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.
Forms ADV
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