Alliance Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$491,635,748
Clients
648
Advisors
6
of 8 employees
About
Alliance Wealth Advisors is a team-based registered investment adviser that provides wealth management, financial planning, portfolio management for individuals (including high-net-worth clients), business owners, trusts and retirement plans. The firm manages roughly $601 million in regulatory assets for about 648 clients and offers both ongoing discretionary investment management and modular financial planning services.
Alliance uses a goals-based, comprehensive financial planning process to establish customized asset-allocation strategies and builds portfolios using fundamental analysis, third-party research, and quarterly rebalancing. For discretionary clients it offers a range of risk-based strategies from conservative to aggressive, and it documents the use of option strategies and a firm-managed fixed income program while also serving as an ERISA fiduciary in both 3(21) and 3(38) retirement-plan roles.
Noteworthy aspects that differentiate the firm from many peers include a formal Alliance Center for Investor Education focused on community workshops and investor outreach, explicit implementation of option-based strategies (covered calls, cash‑secured puts, hedges and spreads), and an affiliation with Producers Choice Network through which certain insurance products may be offered on a commission basis. The firm also discloses referral arrangements with a public accounting firm and relies on custodial relationships with Raymond James and Schwab that provide research, conferences and practice‑management support which can influence platform selection.
Client services
Expertise
Occupation focus
Fee options
$0+: Up to 1.75% per year (Investment Management Program, negotiable) $0+: Up to 1.25% (Retirement Plan Consulting Program, negotiable, with minimum monthly fee of $250 per plan)
Commissions charged for insurance products and annuities; annuities are subject to either investment management fee or commission, but not both
Minimum fee: $50 per month per client relationship (Investment Management Program minimum fee); $250 per month per plan (Retirement Plan Consulting Program minimum fee) Fee-only: Financial planning fees start at $500, negotiable, may be waived or combined with investment management fee
Main office
538 Biden Street, Suite 700
Scranton PA 18503
Advisors at this office
6
Most active in
Florida · Georgia · Nebraska · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Alliance Center For Investor Education · Alliance Wealth Advisors, LLC · The Rose Holcomb Ross Group
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.
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Advisors at this firm
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