Align Wealth Advisors
Assets Under Management
$89.7M
Number of Clients
203
Number of Advisors
2
Average Client AUM
$442K
AUM per Advisor
$44.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Align Wealth Advisors, led by Nicholas Yrizarry, offers investment advisory services. Mr. Yrizarry is also a registered representative with Cambridge Investment Research, Inc. and a licensed insurance agent, which may present conflicts of interest. He is the Managing Member and Chief Compliance Officer.
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.
Areas of Practice
Insurance Planning
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Location
24031 El Toro Road, Suite 210, Laguna Hills, CA, 92653