A complete list of active advisors currently associated with Allegiance Financial Group

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

Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to individuals (including high-net-worth clients), trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. Services include ongoing discretionary and non-discretionary portfolio management, one-time or ongoing financial planning, and ERISA-qualified retirement plan consulting. The firm’s investment approach centers on strategic asset allocation based on Modern Portfolio Theory and a long-term orientation, with IARs monitoring client accounts typically on a quarterly basis. In practice Allegiance may retain or recommend independent third‑party advisers to implement day‑to‑day portfolio management and may recommend third‑party 3(21)/3(38) fiduciaries for retirement plans, with those relationships disclosed in advance and sometimes memorialized in separate agreements. Noteworthy aspects include a five-advisor team managing roughly $675 million across about 571 client relationships while operating without a stated account minimum and using multiple custodial platforms (Schwab, Fidelity, Pershing) and third‑party platforms that provide institutional technology and practice‑management services. Certain supervised persons are also registered representatives of The Strategic Financial Alliance, hold equity in its holding company, and are licensed insurance agents—arrangements the firm discloses and manages as potential conflicts of interest.

To learn more about the advisors currently working at Allegiance Financial Group, 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.