Allegiance Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. Engagements are conducted under written agreements and delivered on an hourly, project-based basis rather than through ongoing discretionary portfolio management.
Its investment approach emphasizes long-term, buy-and-hold strategies and asset allocation across diverse categories, using fundamental analysis and low-cost passive vehicles such as index mutual funds and ETFs when appropriate. Investment consultation is advisory and implementation-focused—clients retain final discretion and custody of assets, and the firm encourages periodic reviews initiated by the client.
Distinctive aspects compared with peers include the firm’s explicit absence of continuous portfolio management and percentage-of-AUM billing, and its practice of not taking custody or discretionary authority over client accounts. The brochure also references foreign versus domestic allocation considerations and discusses currency and political risks, consistent with the firm’s significant non-U.S. client presence and its provision of tax-preparation services alongside planning.
Client services
Expertise
Fee options
$120 per hour
Fee-only: $120 per hour, billed in six-minute increments; fees are negotiable and based on estimated hours to complete the project
Main office
5740 W Polecat Drive
Eagle ID 83616
Advisors at this office
1
Most active in
Idaho
Also doing business as
Allegiance Financial Planning · Allegiance Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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