Advisor at AdventEdge Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Alistair Huong is a ChFC® credentialed financial advisor with AdventEdge Financial, LLC, bringing four years of industry experience. He has been with AdventEdge Financial since 2021 and serves as the Executive Director of AudioVerse, a nonprofit organization, a role he has held since 2012. AdventEdge Financial provides investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements alongside traditional advisory services.
Based on AdventEdge Financial, LLC
Based on AdventEdge Financial, LLC
Project-Based Financial Planning fixed fees $200 to $5,000; Ongoing Financial Planning upfront fee $500-$3,000
0.50% annually
$200 per hour for Hourly Financial Planning
Fee-only: Project-Based Financial Planning fees range from $200 to $5,000; Hourly Financial Planning at $200 per hour; Ongoing Comprehensive Financial Planning upfront fee $500-$3,000 plus $100-$500 per month
Apison, TN
Tennessee
AdventEdge Financial, LLC
2021 - Present (5 years)
AudioVerse
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Hixson, TN
Haddon Group LLC
Series 66
Chattanooga, TN
Lattice Wealth Advisors
Series 63, Series 65
Chattanooga, TN
Fuerst Financial Group, Inc.
Series 65
Cleveland, TN
Solid Rock Investment Advisory LLC
Series 66
Chattanooga, TN
Rich Dewitt Wealth Management LLC
CFA®, Series 63, Series 66
Ooltewah, TN
CLP Asset Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
