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Updated September 28, 2026. Quick answer: Alight Financial Advisors is registered with the SEC as an investment adviser (CRD #158744, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $1,850 a year under its published fee schedule. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
More on this firm: Alight Financial Advisors Fees.
Alight Financial Advisors at a glance
| Fact | What Alight Financial Advisors’ own pages say |
|---|---|
| Legal entity | Alight Financial Advisors, LLC |
| Registration | Alight Financial Advisors, LLC is registered with the SEC as an investment adviser (CRD #158744, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $1,850 a year, per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | No firm-specific dollar figure found in public documents |
What Alight Financial Advisors’ own fee schedule charges
Alight Financial Advisors, LLC is the registered adviser and was formerly named Aon Hewitt Financial Advisors, LLC. The priced schedule is the Alight IRA managed account fee for individual investors. The brochure says this offering is available only to participants in certain employer-sponsored defined contribution plans of clients of its parent company, so it is not open to the general public.
“The fee rate is based upon assets under management per investor and is as follows: 50bps on the first $100,000 of Available Investments 40bps on the next $150,000 of Available Investments 30bps on all Available Investments above $250,000”
Each balance is priced by stacking the bands, with 0.50% on the first $100,000, 0.40% on the next $150,000 and 0.30% on everything above $250,000, which is how the brochure words the schedule. The brochure states an effective annual rate of 0.30% to 0.50%. It discloses no minimum annual dollar fee, so no floor applies. The firm’s separate Professional Management program is described only as up to a percentage with no schedule and is not used here.
The table below is the firm’s own advisory fee schedule. Fund expenses, custodian charges and any third-party manager or platform fees are generally separate from an advisory fee like this one; Item 5 of the brochure lists what applies to a given account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $1,100 |
| $500,000 | $1,850 |
| $1,000,000 | $3,350 |
| $2,000,000 | $6,350 |
These figures come directly from Alight Financial Advisors’ own current fee brochure, cited in Sources below.
Registration
Alight Financial Advisors, LLC is registered with the SEC as an investment adviser (CRD #158744, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
We did not find a firm-specific dollar figure for leaving Alight Financial Advisors in its brochure or in its custodian’s published schedules, so we are not stating one. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (February 1, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014027
- SEC IAPD firm summary (CRD #158744, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/158744
Methodology. This page was built September 28, 2026, drawing directly on Alight Financial Advisors’ own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Alight Financial Advisors’ own Form ADV Part 2A and Form CRS. We have not used Alight Financial Advisors as a client. Alight Financial Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.