Allegiance Financial Planning provides financial planning and investment consultation services on a fee-only basis. They do not manage client assets directly. Services include advice on budgeting, education funding, tax strategies, and estate planning. Clients retain complete control over implementation and must notify Allegiance Financial Planning of any changes to their financial situation.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Allegiance Financial Planning offers investment consultation services, providing information on investment options, analysis, and strategies. They assist in setting up investment accounts at a broker/dealer or custodian, but clients make all final decisions. This service is offered at an hourly rate.
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