A
Allegiance Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
The firm provides fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. Engagements are conducted under written agreements and delivered on an hourly, project-based basis rather than through ongoing discretionary portfolio management.
Its investment approach emphasizes long-term, buy-and-hold strategies and asset allocation across diverse categories, using fundamental analysis and low-cost passive vehicles such as index mutual funds and ETFs when appropriate. Investment consultation is advisory and implementation-focused—clients retain final discretion and custody of assets, and the firm encourages periodic reviews initiated by the client.
Distinctive aspects compared with peers include the firm’s explicit absence of continuous portfolio management and percentage-of-AUM billing, and its practice of not taking custody or discretionary authority over client accounts. The brochure also references foreign versus domestic allocation considerations and discusses currency and political risks, consistent with the firm’s significant non-U.S. client presence and its provision of tax-preparation services alongside planning.
Client services
Financial planning
Tax services
Expertise
General estate planning guidance
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$120 per hour
Fee-only: $120 per hour, billed in six-minute increments; fees are negotiable and based on estimated hours to complete the project
Main office location
Allegiance Financial Planning
5740 W Polecat Drive
Eagle ID 83616, United States
Number of offices
1
Most active in
Allegiance Financial Planning has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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