Allegiance Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our Financial Planning fees are calculated and charged on an hourly basis at $200.00 per hour.”

Flat or project fee

$500⁠-⁠$4,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500.00 to $4,000.00 for a comprehensive plan, depending on the specific arrangement reached with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Allegiance Financial Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The balance is due upon completion of the plan.”

How Allegiance Financial Advisors, Inc.’s fees compare

• Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,000 is below the Florida median of $4,900. 24% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About Allegiance Financial Advisors, Inc.

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

336

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$181,937,021

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127293

Website

allegianceadvisors.com (opens in new tab)

Phone

(904) 642-4401

Can advise clients in 2 states: Florida, Georgia

Other planners in Jacksonville that publish fees

• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr
• Jacksonville Wealth ManagementJacksonville$100⁠-⁠$600/hr, $400⁠-⁠$7,500

Compare all 36 planners in Jacksonville