Clients
Alight Financial Advisors serves 195,957 clients. The average client has about $179,000 with the firm.
- Individuals195,957 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 195,957 | $35,054,902,000 | 100.0% | $179K |
| Total | 195,957 | $35,054,902,000 | 100% | $179K |
- Clients
- 195,957
- Regulatory AUM
- $35,054,902,000
- Share
- 100.0%
- Avg. per client
- $179K
Total
- Clients
- 195,957
- Regulatory AUM
- $35,054,902,000
- Share
- 100%
- Avg. per client
- $179K
What it does
Alight Financial Advisors provides financial planning, portfolio management for individuals and small businesses and educational seminars. It is paid through a percentage of assets, fixed fees and other arrangements.
Alight Financial Advisors provided financial planning to 51–100 clients last fiscal year and advises no private funds.
100.0% of assets ($35.05B across 195,957 accounts) are managed with discretion. $35.05B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
Alight Financial Advisors does not have custody of client assets.
- All other custodians$35.05B100%
Ownership and leadership
Alight Solutions, LLC owns 75% or more of Alight Financial Advisors, and Jeremy Fritz is its CEO.
- Owns 75% or more of Alight Financial Advisors, LLC
Alight Solutions, LLC
Control person · since May 2017
- Owns 75% or more of Alight Solutions, LLC
Tempo Acquisition, LLC
Control person · since May 2017
- Owns 75% or more of Tempo Acquisition, LLC
Tempo Intermediate Holding Company II, LLC
Control person · since May 2017
- Owns 25% to 50% of Alight Financial Advisors, LLC
Alight Holding Company, LLC
Control person · since May 2017
- Owns 50% to 75% of Alight Holding Company, LLC
Foley Trasimene Acquisition Corp
since July 2021
- Owns 75% or more of Foley Trasimene Acquisition Corp
Alight, Inc
Control person · since July 2021
Leadership
- Jeremy FritzChief Executive Officer / Managing Member
- Matthew ChotkowskiChief Compliance Officer
Staff
- 70 employees
- 60 in advisory functions
- 45 state-registered reps
- 45 broker-dealer reps
- 7 insurance agents
Fees
Alight Financial Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
Alight Financial Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Alight Financial Advisors has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 9300 Harris Corners Parkway, Suite 105, CharlotteHQ
Registration details
- Legal name
- Alight Financial Advisors, LLC
- Headquarters
- 9300 Harris Corners Parkway, Suite 105, Charlotte, NC 28269
- Phone
- 866-560-7256
- Website
- Not reported
- SEC file
- 801-72679
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Alight Financial Advisors have?
Alight Financial Advisors has 195,957 clients and manages $35.1 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Alight Financial Advisors offer?
Alight Financial Advisors provides financial planning, portfolio management for individuals and small businesses and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Alight Financial Advisors have?
Alight Financial Advisors has 45 investment adviser representatives registered with state securities authorities, out of 70 employees, and 60 perform investment advisory functions. 45 are registered representatives of a broker-dealer and 7 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alight Financial Advisors invest in?
At the end of its last fiscal year, Alight Financial Advisors’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alight Financial Advisors?
Alight Financial Advisors is owned through a chain of holding companies by Tempo Intermediate Holding Company II, LLC and Alight, Inc. Its direct owners are Alight Solutions, LLC (75% or more) and Alight Holding Company, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Alight Financial Advisors get paid?
Alight Financial Advisors is paid through a percentage of assets under management, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file