A complete list of active advisors currently associated with Allison & Company Financial Counselors, LLC

Warmer can help you find a great advisor at Allison & Company Financial Counselors, LLC or one who fits your needs even better.

Allison & Company Financial Counselors, LLC is an independent registered investment adviser that provides discretionary investment management, consulting, comprehensive financial planning, and project advisory services. Its brochure states the firm serves a broad client mix that includes individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm’s management process begins with an analysis of a client’s existing portfolio and financial situation, after which it implements portfolio recommendations and, where authorized, exercises discretionary trading across stocks, bonds, mutual funds, ETFs, options and cash equivalents. ACFC may hire third‑party managers and relies on fundamental, technical and cyclical analysis in its investment research; most clients grant the firm discretionary authority for trading. What is noteworthy is the firm’s scale and client mix: the brochure discloses roughly $52.5 million in regulatory assets under management for about 21 clients while explicitly working with institutional account types (pension plans, charitable organizations, corporations and other business entities) that are less common among independent advisers. The firm also provides written comprehensive plans and project work and discloses use of Schwab Institutional custody and related services, noting those relationships can create potential conflicts of interest.

To learn more about the advisors currently working at Allison & Company Financial Counselors, LLC, 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.