Alignpoint Wealth
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About
AlignPoint Wealth provides financial planning and discretionary investment management primarily for individual and high-net-worth households, offering both ongoing comprehensive planning relationships and project-based financial plans. The firm’s services cover typical planning areas such as retirement, tax-aware investment analysis, estate planning coordination, business planning, and employee benefits optimization.
Portfolios are constructed around diversified ETFs and mutual funds and follow Modern Portfolio Theory principles with a buy‑hold‑and‑rebalance orientation rather than market timing. For clients who elect it, the firm engages a third‑party sub‑advisor to implement direct indexing with tax‑loss harvesting and to accommodate security‑level exclusions that cannot be honored inside pooled funds.
Distinctive aspects for a firm of this size include a formal flat‑fee comprehensive planning option alongside traditional AUM management, a specific “personalized portfolio” add‑on to handle legacy positions and tax or trading constraints, and the use of a sub‑advisor for direct indexing and tax harvesting — features that are less common among small independent advisory practices. The firm documents client‑imposed restrictions in each client’s investment policy and monitors sub‑advisor implementation as part of its ongoing advisory relationship.
Client services
Expertise
Fee options
Annual flat fee range: $10,000 – $40,000 per household for Flat Fee Financial Planning and Investment Management; Project-based Financial Plans typically $6,500 to $12,000 fixed fee
$0 - $1,000,000: 1.5% annually $1,000,000+: 1.0% annually
Account minimum: $1,500,000 (minimum may be waived based on client needs and complexity)
Main office
355 S Teller St, Suite 200
Lakewood CO 80226
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Alignpoint Wealth · Green Mountain Planning
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.
Forms ADV
Quick links
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