Nicholas N/a Yrizarry

Align Wealth Advisors

35 Years of Experience

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Firm Information

Align Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

203 clients

Average Client Portfolio

$442K average

Assets Under Management

$89.7M

Fee Structure

Financial Planning:Investment management only

Nicholas Yrizarry may receive commissions from insurance products and securities transactions, creating a potential conflict of interest. This is disclosed to clients, who are not obligated to purchase these products.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

24031 El Toro Road, Suite 210, Laguna Hills, CA, 92653

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Nicholas is a guitar player, dedicating minimal time to performing arts. He is also the owner of NY&A LLC DBA Align Wealth Advisors, an RIA affiliation, spending about a quarter of his time on this investment-related activity.