Aligned Financial Planning

Investment Advisory & Financial Planningalignedfinancialplanning.com

Company typePrivate
Founded-
HeadquartersSan Diego, United States
Headcount—
GTM typeB2B and B2C
OfferingServices

Aligned Financial Planning firmographics

Firmographics

Name: Aligned Financial Planning
Legal name: Aligned Financial Planning
Website: https://alignedfinancialplanning.com
Company type: Private
Operating status: Operating
Ownership category
akta.pro rank

Aligned Financial Planning industry classification

Industry

Product category: Investment Advisory & Financial Planning
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industry: Financial Planning–Led RIAs (FSAAACAB)

Keywords

Financial planning services
Responsible investing
Sustainable investment advisory
Fiduciary financial advice
401(k) plan management

Where Aligned Financial Planning is headquartered

Location

Headquarters

HQ city: San Diego
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Aligned Financial Planning business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

Financial Advisory Services: The firm generates revenue through financial planning and advisory fees, operating as registered representatives through LPL Financial (a Registered Investment Advisor, Member FINRA/SIPC). Services include financial planning, portfolio construction, estate planning, and 401(k) plan management for businesses.

Pricing tiers

Model	Billing	Price
Other	Annual	Individual & Family Financial Planning
Other	Annual	Business & Non-Profit 401(k) Plans

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Aligned Financial Planning product offering

Product offering

Core offering

Aligned Financial Planning is a fee-based fiduciary advisory practice that delivers holistic financial planning and values-aligned (ESG/SRI) investment advisory services to individuals, families, businesses, and non-profits. The firm provides two distinct offerings: Financial Planning Services (tax management, retirement planning, responsible investing, estate planning, income optimization) for individuals and families, and Responsible 401(k) Plans (plan design, management, employee education, financial wellness) for businesses and non-profits. Services are delivered through LPL Financial as the broker-dealer and RIA platform.

Product overview

Aligned Financial Planning offers a unified financial planning and responsible investing platform with two core service offerings: Financial Planning Services for individuals and families, and Responsible 401(k) Plans for businesses and non-profits. The company operates as a fiduciary, integrating ESG (Environmental, Social, and Governance) factors into investment analysis and providing personalized financial guidance centered on helping clients align their money with their personal values.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning Services

Companies that use Aligned Financial Planning

Customer profile

Segments2 records

Ideal customer profiles2 records

Aligned Financial Planning technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Aligned Financial Planning partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

LPL FinancialcoreChannel Partner/ Reseller/ DistributorAligned Financial Planning operates as registered representatives with LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. LPL Financial provides the brokerage and advisory platform infrastructure, compliance oversight, and regulatory framework. The firm is the primary distribution and operational partner for all securities and advisory services offered.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Aligned Financial Planning competitors and assessment

Company assessment

Direct peers

Green Alpha Advisors: Independent registered investment advisor specializing exclusively in sustainable and responsible investing. Comparable to Aligned Financial Planning in ESG-first mandate, small specialized team, and fiduciary business model serving individuals and institutions.
Sustainvest Wealth Management: Fee-only RIA focused on socially responsible investing and financial planning for individuals and families. Closely matches Aligned Financial Planning's values-aligned, planning-led approach with a similar small-shop structure.
Natural Investments: Independent RIA specializing in sustainable, responsible, and impact investing with a fiduciary standard. Comparable in mission alignment and SRI credentialing, though larger in scale than Aligned Financial Planning.

Broad incumbents

Trillium Asset Management: Long-established independent investment manager focused entirely on sustainable investing. Comparable in ESG-first mandate but materially larger in AUM and institutional presence than Aligned Financial Planning.
Calvert Impact Capital: Impact investing firm focused on community and responsible investment opportunities. Comparable values-aligned mission but oriented toward institutional and community-investing strategies beyond traditional personal financial planning.
Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and 401(k) advisory services. Comparable in fiduciary planning and employer plan services, but at vastly greater scale and with proprietary technology.
Buckingham Strategic Wealth: National fee-only RIA network providing comprehensive financial planning. Comparable in fiduciary planning-led model and LPL-affiliated advisor network, but materially larger and broader in geographic reach.
Personal Capital (Empower): Tech-driven hybrid RIA now part of Empower Retirement, combining digital tools with human advisors. Comparable as a fiduciary planning competitor but vastly larger, with proprietary technology and nationwide reach — a key competitive threat to small traditional advisors.

Regional players

Moss Adams Wealth Advisors: West Coast-based wealth management firm affiliated with Moss Adams (regional CPA firm), serving individuals and business owners with planning and 401(k) advisory. Comparable in target clientele and Pacific Coast footprint, though backed by a larger professional services parent.

Emerging players

Facet Wealth: Tech-enabled flat-fee financial planning firm serving mass-affluent and HNW clients virtually. Comparable in fiduciary, planning-led offering but competes via digital delivery rather than local advisor relationships.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Aligned Financial Planning financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Aligned Financial Planning leadership team

Management profile

Number of profiles

Profiles3 records

Aligned Financial Planning funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Aligned Financial Planning M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aligned Financial Planning

What does Aligned Financial Planning do?

Is Aligned Financial Planning a public or private company?

Aligned Financial Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Aligned Financial Planning founded?

Aligned Financial Planning was founded in -1.

Where is Aligned Financial Planning based?

Aligned Financial Planning is headquartered in San Diego, United States, in the North America region.

How does Aligned Financial Planning make money?

One revenue line is on record: financial Advisory Services.

Who are Aligned Financial Planning's main competitors?

Direct peers on record are Green Alpha Advisors, Sustainvest Wealth Management and Natural Investments. Broad incumbents are Trillium Asset Management, Calvert Impact Capital, Edelman Financial Engines, Buckingham Strategic Wealth and Personal Capital (Empower). Moss Adams Wealth Advisors is listed as a regional player. Facet Wealth is listed as an emerging player.

Does Aligned Financial Planning have an API?

No public API is recorded for Aligned Financial Planning.

What industry is Aligned Financial Planning in?

Aligned Financial Planning's product category is Investment Advisory & Financial Planning. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.