Turnersville, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total Alignment Wealth Advisors, LLC
Supported
Firm-wide stats for Total Alignment Wealth Advisors, LLC
About
Total Alignment serves high‑net‑worth and ultra‑high‑net‑worth individuals and families, offering private family office services, comprehensive financial planning and investment consulting. The firm delivers written financial plans, maintains client priority lists and coordinates with clients’ outside portfolio managers rather than acting as a primary discretionary investment manager.
Advisory work emphasizes scenario‑based planning and consolidated data access through a web‑based planning platform, and includes documented oversight of outside managers via semi‑annual calls, performance reviews and annual analyses. The firm employs fundamental and technical analysis to inform recommendations but leaves trade execution and discretionary authority to clients or their selected investment managers.
Distinctive features include an affiliated law practice that may provide legal services under separate engagement terms, ownership of a subsidiary registered investment adviser to which the firm refers clients (with a disclosed intercompany fee arrangement), and involvement in a fintech initiative to deliver subscription‑based planning tools. The combination of a multi‑advisor team serving a relatively small client roster while not holding client assets or voting proxies sets its operating model apart from most peer team firms.
Based on Total Alignment Wealth Advisors, LLC
Location
215 Fries Mill Road Suite B1
Turnersville NJ 08012
Advisors at this office
2
Advisors at this office
William L
CFP®, Series 65
Turnersville, NJ
Total Alignment Wealth Advisors, LLC
William Lafferty is a CFP® professional with six years of industry experience, currently serving as an advisor at Total Alignment Wealth Advisors, LLC since 2018. Prior to joining the firm, he worked at The Warwick Tavern and Rowan University. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by providing private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning, coordinates with clients’ outside portfolio managers, and employs both fundamental and technical analysis to support its recommendations.
Collin B
CFP®, Series 65
Turnersville, NJ
Total Alignment Wealth Advisors, LLC
Collin Bill is a CFP® with seven years of industry experience, currently serving as a financial advisor at Total Alignment Wealth Advisors, LLC. He has been with the firm since 2017 and previously worked at ABS Electrical Contractors for over a decade. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families, providing private family office services, comprehensive financial planning, and investment consulting. The firm emphasizes scenario-based planning and coordinates with outside portfolio managers, applying fundamental and technical analysis without holding discretionary investment authority.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)