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

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

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.

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