Align Financial Planning

Overview

Align Financial Planning is a state registered investment adviser based in Southern Pines, NC, registered since 2023. It reports $2.8M in assets under management across 49 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$2.8M

Discretionary

100%

Accounts

49

Average account

$56.6K

Employees

1

Advisory reps

1

Registered since

2023

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Katherine Taylor Stevick Chief Executive Officer CRD 6289117

Advisory reps 1 of 1

• Katherine Taylor Stevick Investment Adviser Rep CRD 6289117

Location

Headquarters

175 E New Hampshire Ave
Southern Pines, NC 28387

County

Moore

Metro area

Pinehurst-Southern Pines, NC

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: alignfinancialplanning.com

Every state, with registration dates

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