Wallace Wealth Advisory, Inc.

Wallace Wealth Advisory provides discretionary portfolio management and integrated financial planning to individual clients, with an initial focus on young professionals and others seeking long-term financial planning and investment management. The brochure states that financial planning (covering retirement planning, budgeting, and cash flow management) is included within the overall advisory relationship rather than offered as a separate standalone service.

The firm describes a portfolio approach built on fundamental analysis, diversified asset allocation across equities and fixed income, and long-term purchases of ETFs and mutual funds, with periodic rebalancing and ongoing monitoring (typically at least quarterly). It operates with discretionary authority to buy and sell securities and emphasizes disciplined, long-term investing while noting the risks of market, interest-rate, and liquidity events.

The firm is newly formed and, as presented in the brochure, lists a sole investment‑advice representative while being classified among firms without active SEC‑registered advisors—making its offering of both individualized portfolio management and bundled financial planning atypical for peers in that category. The brochure also highlights that the firm does not receive commissions or third‑party referral compensation, does not recommend other advisers, and does not vote client proxies, which are notable governance and conflict‑of‑interest disclosures relative to similar small advisers.