Alight Financial Advisors, LLC
Charlotte, NC·SEC-registered · CRD #158744
Alight Financial Advisors, LLC is an SEC-registered investment advisory firm in Charlotte, NC managing $35B across 196k client accounts, with 60 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$35B
Client accounts
196k
Advisory staff
60
Fee model
Fee-based
How Alight Financial Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Alight Financial Advisors, LLC
How much does Alight Financial Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/03/2026), Alight Financial Advisors, LLC reports $35B in regulatory assets under management across roughly 196k client accounts.
How does Alight Financial Advisors, LLC charge?
Alight Financial Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Alight Financial Advisors, LLC a fiduciary?
Yes. Alight Financial Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #158744), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Alight Financial Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Alight Financial Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Charlotte, NC
Profile compiled from Alight Financial Advisors, LLC's public SEC Form ADV filing (CRD #158744, filed 03/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Alight Financial Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Alight Financial Advisors, LLC? Claim this profile.