Invest in Your Future Today
At AlignPoint Wealth, our approach is designed to deliver unmatched value for your financial future. With clear, transparent pricing, we ensure you get the personalized guidance you need without surprises. Whether you’re preparing for retirement or balancing business and personal finances, our flexible pricing options align with your unique journey.
AlignPoint 360 Core
Designed for business owners and those with complex situations
Life Planning
College Savings
Risk management
Debt payoff plan
Cash flow planning
Retirement strategy
Investment management
Company benefit planning
Tax-advantaged investing
Tax planning
Estate planning
Salary review & recommendations
Three review meetings
+ check-ins as needed
Upfront Fee: One month’s cost
$7,500/year for employees
$9,000/year for business owners
+0.50% AUM (optional)
AlignPoint 360 Concierge
Designed for business owners looking to grow the value of the business and those with multiple real estate properties.
Everything in core+
Exit planning
Equity compensation
Detailed real estate analysis
Personal CFO
Quarterly review meetings
+ check-ins as needed
Upfront Fee: One month’s cost
$12,000/year for employees
$16,000/year for business owners
+0.50% AUM (optional)
AlignPoint 360 AUM
Designed for those who have accumulated a sizable nest egg
$0 up to $1,000,000 = 1.5%
$1,000,000 & Up = 1%
Next Steps 🤝
1) Schedule your free strategy session (below)
2) We go over your situation to see if it makes sense to work together
3) Take some time to think about it
(Free Quiz)
It takes 2 minutes