Isaac Allen is a CFP-designated registered investment advisor at Stalwart Financial Planning, based in Fayetteville, NC, with 12 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 32 clients with $8.5M 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 |
|---|---|
| $0K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Contact
Isaac Allen
Location
4200 Morganton Road, Suite 200-04, Fayetteville, NC, 28314
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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
Stalwart Financial Planning
Previous Registrations
Fulbright Financial Consulting, PA
State Registrations1 state
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.
Exams
Additional Information
When he is not spending time with his family, Isaac interests include fly fishing, root for Wolfpack football (Go Pack!) and touring on his motorcycle. Along with his wife Angela, Isaac enjoys attending community and cultural events across the great state of North Carolina.