Total Alignment Wealth Advisors, LLC

Overview

Total Alignment Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm emphasizes financial planning as a core advisory activity and bills clients under a fixed-fee and other fee arrangement rather than a traditional percentage-of-assets model. It is not identified as an active ESG investor, does not act as a pension consultant, and is not listed as a capital allocator; the firm relies on third-party managers for alternative exposures. The firm lists industry affiliations that include another investment adviser entity and a law firm, suggesting legal and advisory relationships that may support its planning and compliance capabilities. The adviser is classified as an established (not newly formed) practice and reports a client focus limited to individuals and families rather than institutional or retirement-plan sponsors.

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Location & Offices