Allegiant Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In all cases the hourly rate shall not exceed $300.00.”

Flat or project fee

$3,000⁠-⁠$10,000

“Negotiated fixed fees may be offered that often range between $3,000.00 to $10,000.00 on a quarterly basis depending upon the project scope and level of services required.”

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

How Allegiant Financial Advisors, LLC bills

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

• “Advisory fees are automatically deducted from the account pursuant to the advisory agreement and not billed separately to you.”
• “Clients have the option of choosing monthly or quarterly billing for the majority of accounts and also have the option of choosing billing in arrears or in advance; these election will be made on the applicable fee agreement.”
• “Clients also have a right to a refund of fees that are paid in advance.”

How Allegiant Financial Advisors, LLC’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.
• Its flat or project fee of $3,000-$10,000 spans the Florida median of $4,900. 69% of the 320 other Florida planners that publish a flat or project fee charge less.

About Allegiant Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

2.75% a year

Clients

23

Employees

1

Works with

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

Services reported to regulators

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

Assets managed

$9,429,452

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

141047

Website

afglobal.com (opens in new tab)

Phone

305-672-1222 / 866-672-1222

Can advise clients in 2 states: Florida, Maryland

Other planners in Miami Beach that publish fees

• Ecf Wealth, Inc.Miami Beach$3,500⁠-⁠$10,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

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