Allison Hall is a CFP-designated registered investment advisor at Alight Financial Advisors, LLC, based in Charlotte, NC, with 16 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Location
9300 Harris Corners Parkway, Suite 105, Charlotte, NC, 28269
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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.
Learn about disclosures →Employment History
Current Registrations
Alight Financial Advisors, LLC
Alight Financial Solutions, LLC
Alight Financial Solutions, LLCBroker
Previous Registrations
Harris Associates Securities L.P.Broker
Wayne Hummer Investments L.L.C.Broker
Wayne Hummer Investments L.L.C.
Great Lakes Advisors, LLC
Wayne Hummer Investments L.L.C.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.