A complete list of active advisors currently associated with Allegiance Financial Advisors, Inc.

Warmer can help you find a great advisor at Allegiance Financial Advisors, Inc. or one who fits your needs even better.

Allegiance Financial Advisors, Inc. provides model portfolio management, financial planning, and consulting to individuals (both non-high-net-worth and high-net-worth), as well as corporations and retirement plans. The firm’s managed strategies are structured around model asset allocations that primarily use mutual funds and ETFs and clients receive written financial plans or targeted consulting where contracted. The firm manages client accounts on a non‑discretionary basis and supervises accounts according to the stated objectives of each model portfolio rather than customizing security selection for each client. Its process emphasizes asset allocation and mutual fund/ETF analysis with a long‑term purchase orientation, periodic client contact, and the option for clients to impose investment restrictions while retaining ownership of securities. A distinctive feature relative to peers is that Allegiance reports managing roughly $181.9 million on a non‑discretionary basis as of December 31, 2025, a practice that is uncommon among similar team firms and requires client approval before executing trades. The firm operates as a seven‑advisor team, uses an institutional custody platform, and discloses that personnel also maintain broker‑dealer registrations and insurance agency affiliations—conflicts the firm says it addresses through disclosure and internal policies.

To learn more about the advisors currently working at Allegiance Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.