Allegiance Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$600/hr

“Fixed financial planning fees generally range from $1,000 to $100,000 per annum, and hourly financial planning fees generally range from $300 - $600 per hour for Adviser’s senior advisors, and $100 - $200 for Adviser’s staff.”

Annual fee

$1,000⁠-⁠$100,000/yr

From the same sentence as above.

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

How Allegiance Financial Group bills

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

• “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
• “The specific fee payable by clients to a Third-Party Adviser will be memorialized in a written agreement with such clients.”
• “In such instances, the Third-Party Adviser’s fees are payable by the client, and not by Adviser.”

How Allegiance Financial Group’s fees compare

• Its hourly rate of $300-$600 is above the Virginia median of $260. 90% of the 203 other Virginia planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Vienna that publish an hourly rate charge less.
• Its annual fee of $1,000-$100,000 spans the Virginia median of $6,350. 100% of the 55 other Virginia planners that publish an annual fee charge less.
• 3 of the 3 other planners in Vienna that publish an annual fee charge less.

About Allegiance Financial Group

• Firm size: 12 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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

1.5% a year

Clients

571

Employees

12

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$674,998,291

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313110

Website

afgas.net (opens in new tab)

Phone

(703) 242-7900

Can advise clients in 11 states: California, Colorado, District of Columbia, Florida, Maryland, North Carolina, New Hampshire, New Jersey, New York, Texas, Virginia

Other planners in Vienna that publish fees

• Alphaplus Wealth Management LLCVienna$595/hr
• B.g. Kaserman & Associates L.L.C.Vienna$500
• Birch Street Financial AdvisorsVienna$350⁠-⁠$450/hr, $1,500
• Capitol Private Wealth Group LLCVienna$350/hr, $10,000
• Discovery Wealth Planning LLCVienna$395/hr, $7,800⁠-⁠$9,900/yr
• Glassman Wealth Services, LLCVienna$500⁠-⁠$10,000

Compare all 18 planners in Vienna