A
Allegiance Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,175,854
Clients
30
70% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$1,639,195
About
Allegiance Wealth Management is a fee-only registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, trusts, estates, businesses, charitable institutions and individual participants in retirement plans. The firm typically serves a small number of clients and manages client accounts on a discretionary basis.
The firm builds diversified portfolios using no‑load mutual funds and exchange‑traded funds spanning domestic and international equities, fixed income, real estate, commodities and cash, and evaluates securities on factors such as volatility, expense ratios, performance and tax efficiency. It establishes client objectives and risk tolerance through interviews, performs periodic rebalancing and regular account reviews, and relies on third‑party research and an institutional custodial platform to implement and monitor accounts.
Noteworthy for a solo independent adviser, Allegiance manages a concentrated client roster with multi‑million dollar aggregate assets and explicitly lists corporate clients, charitable institutions and retirement‑plan participants among its client types—client segments that are less common among peers. The firm operates without performance‑based fees, does not participate in wrap programs, and maintains an institutional custody arrangement that supports trade execution, reporting and back‑office services.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Fee options
Comprehensive and ongoing financial planning fees are agreed upon prior to engagement.
$0 - $250,000: 1.30% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001 - $8,000,000: 0.30% annually $8,000,001+: Negotiable
$300 per hour for hourly financial planning; first 8 hours annually waived for accounts over $1,000,000.
Account minimum: $500,000 Fee-only: Fee-only advisor; no commissions or sales compensation received.
Main office location
Allegiance Wealth Management, Inc.
Orlando FL, United States
Number of offices
1
Most active in
Allegiance Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")