Erin Coe is a CFP-designated registered investment advisor at Align Financial, LLC, based in Moseley, VA, with 3 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 188 clients with $430M in assets under management.
Compensation
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Fee Structure
Align Financial offers comprehensive advisory services under various fee schedules depending on the client relationship, service level, account structure, and legacy affiliation. Clients may be subject to different maximum fees, minimum fees, billing structures, or other terms based on whether they are legacy Agile Retirement Management clients, Align clients, or transitioned clients with previously agreed upon arrangements. The maximum client fee will not exceed 1.75%.
Location
Moseley, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Align Financial, LLC
Previous Registrations
Strategic Financial Concepts, LLC
Kraft Financial, LLC
State Registrations1 state
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