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Alight Financial Advisors, LLC
SEC-regulated
Registered investment advisor
Alight Financial Advisors, LLC, established on September 14, 2011, specializes in Workplace Retirement Solutions, offering advisory services to participants in employer-sponsored defined contribution plans. The firm manages approximately $30.4 billion in assets on a discretionary basis. Fees for services vary, with Online Platform Fees up to $10 per participant annually and Professional Management fees based on a percentage of managed assets (up to 0.60%). Alight Financial Advisors acts as a fiduciary under Prohibited Transaction Exemption 2020-02, ensuring advice is in clients' best interests. Clients have investment discretion options, including Retirement Evaluation, Online Advice, and Professional Management. The firm employs Financial Engines Advisors L.L.C. for sub-advisory services. Investment strategies focus on diversified portfolios and long-term investments. The firm's Code of Ethics emphasizes ethical conduct and client interests. Alight Financial Advisors does not charge performance-based fees and has no disciplinary history. The firm does not have custody of client accounts and does not vote proxies. For further details, clients can contact the firm directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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