A complete list of active advisors currently associated with Allegiance Wealth Management, Inc.

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

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.

To learn more about the advisors currently working at Allegiance Wealth Management, 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.