Hazel Secco is a CFP-designated registered investment advisor at Align Financial Solutions, based in Hoboken, NJ, with 12 years of industry experience. Hazel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 16 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
Fees are negotiable. The fee schedule includes an additional platform fee if Align Financial Solutions utilizes Co-Advisor (GeoWealth). There is a 0.10% additional fee for their tax overlay services, which is not included in our advisory fees. Model portfolio fees can be anywhere from 0 to 0.65%.
Fee Estimator
Location
Hoboken, NJ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2017Other Business Activities
Hazel operates Align Financial Solutions LLC as a DBA for her LPL business, dedicating full-time hours to it. She also reviews articles for Bankrate and is a speaker for A+E Network, dedicating minimal time to each.
Employment History
Current Registrations
Align Financial Solutions
Previous Registrations
The Astorino Financial Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.