Allgen Financial Advisors, Inc. fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our general consulting fee is a negotiable hourly rate not to exceed $250 per hour for our advice.”

Annual fee

$500/yr

“A minimum annual fee of $500 ($125 billed quarterly) will be billed to those accounts with portfolio values of $50,000 or less, which may be waived if one of the following are met:”

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

How Allgen Financial Advisors, Inc. bills

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

• “There have been no changes to our billing—accounts will continue to be billed quarterly in advance—and management fees remain asset-based.”
• “Billing Your account will be billed quarterly in advance based on the fair market value for the portion of your portfolio that falls within each tier of our fee schedule.”
• “As your portfolio value exceeds into the next tier level, either through additional deposits or asset growth, the amount of assets above the fee-break will be billed the corresponding annual fee rate.”

How Allgen Financial Advisors, Inc.’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 7 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its annual fee of $500 is below the Florida median of $4,800. None of the 97 other Florida planners that publish an annual fee charge less.
• None of the 6 other planners in Orlando that publish an annual fee charge less.

About Allgen Financial Advisors, Inc.

• Firm size: 18 employees.
• Registered as an adviser: 2014 (12 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% a year

Clients

1,062

Employees

18

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$475,182,812

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

126877

Website

allgenfinancial.com (opens in new tab)

Phone

(407) 210-3888

Can advise clients in 7 states: Alabama, Florida, North Carolina, New Jersey, New York, Ohio, Texas

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• 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

Compare all 44 planners in Orlando