Allegiant Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,429,043
Clients
23
Advisors
1
of 1 employees
About
Allegiant Financial Advisors, LLC serves individuals and high‑net‑worth clients as well as corporate entities, trusts, and retirement/pension and profit‑sharing plans. The firm provides financial planning, investment advice, business consulting, employer‑sponsored retirement plan consulting and administration, and also makes insurance products available through affiliated companies.
The advisor collects client financial data and delivers written or verbal analyses and recommendations, offering both discretionary and non‑discretionary account structures and a mix of active management and longer‑term buy‑and‑hold services. Investment adviser representatives use third‑party research and tools and may implement strategies that include options, margin and other short‑term trading techniques where appropriate.
AFA is affiliated with related Allegiant entities that provide insurance, title, financing and consulting services, and some representatives are dually registered with broker‑dealers—arrangements the brochure notes can create conflicts of interest when commission products are recommended. The firm’s regulatory disclosure history (consent agreement and fine) and its emphasis on corporate and retirement plan consulting distinguish it from many solo independent advisers.
Client services
Expertise
Fee options
Negotiated fixed fees, often ranging from $3,000 to $10,000 on a quarterly basis depending on scope; may also charge one-time fixed fees for advisory or planning services.
Under $250,000 - $250,000: 2.75% $250,001 - $500,000: 2.50% $500,001 - $750,000: 2.25% $750,001 - $1,000,000: 2.00% Over $1,000,000+: 1.75%
Some Investment Advisor Representatives may also be registered representatives of a broker dealer and may receive commissions; this is a separate business activity and not the primary model.
Hourly financial planning fees up to $300.00 per hour; usually range from $150.00 to $250.00 per hour.
Minimum fee: Accounts may require a minimum advisory fee or quarterly maintenance fee as detailed in the applicable advisory agreement (specific amounts not stated). Fee-only: Yes, primarily fee-based advisory fees charged as percentage of assets under management.
Main office
1000 5th Street, Suite 200
Miami Beach FL 33139
Advisors at this office
1
Most active in
Florida · Maryland
Also doing business as
Allegiant Asset Management L.L.C. · Allegiant Asset Management, L.L.C. · Allegiant Asset Management, LLC · Allegiant Asset Mangement L.L.C. · Allegiant Financial Advisors, LLC · Fade Capital Advisors · Kollar Financial Strategies, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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