Advisor at Allegiance Financial Group
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.
Location
Vienna, VA 22180
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.
Based on Allegiance Financial Group
Based on Allegiance Financial Group
Fixed financial planning fees generally range from $1,000 to $100,000 per annum
$0 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $20,000,000: 0.70% annually $20,000,001 - $50,000,000: 0.60% annually $50,000,001+: 0.50% annually
Certain supervised persons earn commissions from securities sales as registered representatives of a broker-dealer
Hourly financial planning fees generally range from $300 - $600 per hour for senior advisors and $100 - $200 per hour for staff
Fee-only: Fixed financial planning fees generally range from $1,000 to $100,000 per annum; hourly financial planning fees range from $300 - $600 per hour for senior advisors and $100 - $200 per hour for staff
374 Maple Avenue East, Suite 204
Vienna, VA 22180
North Carolina · Texas · Virginia
Allegiance Financial Group Advisory Services Llc
2021 - Present (5 years)
The Strategic Financial Alliance, Inc.
2013 - Present (13 years)
ALLEGIANCE FINANCIAL GROUP, LLC dba FOR ACORN FINANCIAL ADVISORY
2013 - 2021 (8 years)
Acorn Financial Advisory Services, Inc.
2013 - 2021 (8 years)
Allegiance Financial Group, Llc
2001 - Present (25 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.
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