Alistair Huong is a ChFC-designated registered investment advisor at Adventedge Financial, LLC, based in Apison, TN, with 4 years of industry experience. Alistair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 9 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Apison, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alistair is the Executive Director of AudioVerse, a non-profit organization, dedicating nearly full-time hours to this role. He also operates as a sole proprietor holding rental properties since 2013.
Employment History
Current Registrations
Adventedge Financial, LLC
State Registrations1 state
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