AllySian Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individuals and high‑net‑worth clients. It offers both ongoing and project‑based financial planning and manages individual portfolios, receiving compensation directly from clients rather than through commissions.
The firm develops personalized investment policies with clients, and may manage accounts on a discretionary or non‑discretionary basis using a blend of passive and active strategies and third‑party model portfolios and outside managers. Client relationships typically involve a written plan and periodic reviews, with the ability for clients to impose reasonable, written investment restrictions.
Notable differences from many peers include an affiliation with an accounting and tax practice operated by the firm’s principal, with cross‑referrals between the advisory and accounting services and a willingness to recommend or select other professional advisers. The firm also uses a mix of fee approaches that include fixed and hourly planning engagements in addition to asset‑based management, regularly employs outside managers and model marketplaces to implement portfolios, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Project-based fixed fees range from $750 to $20,000
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%
Hourly fee for project-based financial planning: $300 per hour
Fee-only: Annual fixed fee for ongoing financial planning: $2,700 - $36,000 billed monthly; Project-based fixed fee: $750 - $20,000; Hourly rate: $300 per hour
Main office
219 4th Avenue SE
Cullman AL 35055
Advisors at this office
1
Most active in
Alabama
Also doing business as
Allysian Wealth Partners, LLC · Allysian Wealth Planning
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
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