Von Halle, Allan
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,017,680
Clients
4
Advisors
1
of 1 employees
About
The firm provides combined financial planning and portfolio management to individuals as well as trusts, estates, charitable organizations and business entities. It reports approximately $9.33 million in assets under management across a four-client base.
Investment services emphasize individualized planning and fundamental, research-driven equity and fixed income management, using ETFs, individual stocks and bonds, and mutual funds with periodic rebalancing and weekly account monitoring. The firm typically operates on a non-discretionary basis — roughly 94% of AUM is managed non-discretionarily — while retaining the ability to manage some accounts on a discretionary basis when agreed.
Distinctive features include that the sole practitioner is a licensed CPA who also provides accounting consulting (reported to occupy less than 10% of time), and the firm explicitly accepts charitable organizations as clients. The firm maintains a relatively high account minimum and a very small client roster, reflecting an advisor-led, practice-specific approach rather than a larger institutional platform.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000+: negotiable
Account minimum: $250,000 Fee-only: Fee-only, percentage of assets under management
Main office
Sherman Oaks CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)