Allegiance Wealth Management, Inc. fees and pricing
Financial planner in Orlando, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Allegiance Wealth Management, Inc. charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial planning and trustee fees Financial planning is available only to investment management clients and is billed at $300 per hour, quarterly in arrears for services performed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allegiance Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing and adjustments Investment management fees are deducted in advance from a designated billing account at the beginning of each calendar quarter, using managed asset values on the last business day of the preceding quarter.”
- “For a new account, the initial partial-quarter fee is based on the value of assets when they arrive and is prorated from that date through the end of the quarter.”
- “This initial fee is billed with the next quarterly invoice.”
How Allegiance Wealth Management, Inc.’s fees compare
- Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- 12 of the 22 other planners in Orlando that publish an hourly rate charge less.
About Allegiance Wealth Management, Inc.
“We provide financial planning only to investment management clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 25
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $41,535,745
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121392
- Phone
- (770) 765-5575
Can advise clients in 1 state: Georgia
Other planners in Orlando that publish fees
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/hr
- Empire Financial Group, LLCOrlando$150/hr, $750-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.