A complete list of active advisors currently associated with Allegory Advisory

Warmer can help you find a great advisor at Allegory Advisory or one who fits your needs even better.

The firm serves individual and high-net-worth clients, managing about $34.6 million across roughly 30 client relationships and offering customized financial planning and discretionary portfolio management. It delivers planning on an hourly basis and ongoing portfolio management under percentage-of-AUM arrangements, and generally imposes an account minimum for discretionary services. Its investment approach emphasizes long-term asset allocation grounded in Modern Portfolio Theory, typically using low-cost, diversified mutual funds and index funds combined with tax-aware asset location, periodic rebalancing, and tax-loss harvesting. Portfolio construction and monitoring rely on quantitative measures (expense ratios, duration, alpha, beta, Sharpe, correlation) and benchmarking (often the S&P 500 or custom benchmarks), with the advisor’s background in economics and risk-management informing allocation judgments. Noteworthy aspects include a very small client roster and a solo-advisor model that nonetheless operates from two offices and carries a relatively high level of assets per client, reflecting a concentrated, highly personalized practice. The firm holds a New York life insurance consultant license used for client education rather than product sales, recommends a specific custodian (Trade-PMR, clearing through Wells Fargo/First Clearing) whose advisor support program provides non-monetary services to the firm, and states it does not accept commissions or performance-based fees and does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Allegory Advisory, 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.