John Naccarelli
John Naccarelli is a registered investment advisor at Total Alignment Wealth Advisors, LLC, based in Delray Beach, FL, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth. Their firm serves 28 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Total Alignment Wealth Advisors does not directly manage investments. Instead, they provide investment consultations and oversight of outside portfolio managers. They charge 0.20% of marketable securities under advisement with a minimum of $10,560 per quarter. If bundled with Portfolio Analytics, the minimum is discounted to $7,920 per year. The Portfolio Analytics service is 0.20% on marketable securities, or 0.15% if bundled, regardless of where those marketable securities are managed.
Location
Delray Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the founder and CEO of Sky Nurses, a medical and non-medical escort and transport company, dedicating about 10-20% of his time to financial management and business strategy. He also dedicates time to tracking market conditions and communicating with clients.
Employment History
Current Registrations
Total Alignment Wealth Advisors, LLC
Previous Registrations
Ta Capital Management, LLC
State Registrations1 state
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