Courtney Lavin Joyner

CFP

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingSocially Responsible Investing

Align Impact, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

56 clients

Average Client Portfolio

$14.0M average

Assets Under Management

$782.3M

Fee Structure

Minimum Annual Fee:$50,000

Location

Dallas, TX

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History

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.

Employment History

Current Registrations

Align Impact, LLC

March 2025 - Present · 11 mos

State Registrations3 states

CACOTX

Advisor

Exams

No exam information available for this advisor.