Back to top

Dennis Packard, CFP®

Client Focused. Period.

Align Wealth Management, LLC
MEMBER

Oklahoma City

OK

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Noesis Capital Corp 3 years, 8 months Jan 2007 - Sep 2010
Align Wealth Management, LLC 13 years, 11 months Feb 2006 - Present

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Dennis Packard

Tax Alert - December 2014
Published 2014-12-22 09:36:57
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I have indexed universal life insurance for me and my kids with national life group. Is this a good idea?
    Anne,An advisor would need to have much more information in order to answer that question correctly. However, you mentioned it is for you AND your kids, which likely means it is for a long term investment. If so, I would imagine that this is not a good investment for you. These products are very...  (more)
    Answered Oct 2014
    I have a T ROWE Price SEP-IRA w/ 2 funds. Cost is .71 & .69 per $1K. Is that reasonable or high?
    Emily, That is a great question. It is unfortunate that more investors don't pay attention to their investment costs, since that is one of the few things you can control with your investment plan, and one of the most important factors. Often, investors receive much lower returns than the indexes/...  (more)
    Answered Oct 2014
    Is it better to roll my old 401K $ into my new job's program or combine with my wife's for high $? Both are strong co's?
    The answer depends on the cost of the 401(k) at your new employer and it's options. Costs are one of the few things you can control, and unfortunately, too many times we see the costs of a 401(k) plan get into the 1.5% - 2.5% range of costs, which is too much.You need to find what admin costs you ...  (more)
    Answered Dec 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Aug 6, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Aug 5, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Aug. 7, 2019
        • $205.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 146
          number of clients
        • $1.4M
          Estimated Average Account Balance Per Client

      Align Wealth Management, LLC

      Last updated on March 26, 2019
        • $305.4M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 110
          number of clients
        • $2.8M
          Estimated Average Account Balance Per Client

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements