Total Alignment Wealth Advisors, Llc
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ADV data as of Mar 28, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 28
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 28 | — | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert M Hayden | Registered representative | CFP | Jun 2013 (13y) | |
| John Naccarelli | Registered representative | Apr 2016 (10y) | ||
| Collin George Bill | Registered representative | CFP | Feb 2019 (7y) | |
| William Leonard Lafferty | Registered representative | CFP | Nov 2019 (7y) | |
| Michael Tripicchio | Registered representative | Oct 2022 (4y) | ||
| Aimee Hayden Baehr | Registered representative | CFP | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS UNDER REVIEW
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗