Stalwart Financial Planning

Stalwart Financial Planning (CRD# 159711) is a financial advisory firm headquartered in Fayetteville, NC. They manage $1,488,925 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $48,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Stalwart Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Isaac R. Allen
CRD#: 5829233
4200 Morganton Road, Suite 200-04, Fayetteville, NC 28314
105
Wealthminder
score

Isaac Allen (CRD# 5829233) is an Investment Advisor Representative working at Stalwart Financial Planning in Fayetteville, NC and has 9 years of experience in the finance industry. Isaac Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.