CRD: 159711
Stalwart Financial Planning
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2012
- Office Locations
- 1
Office Locations
4200 Morganton Road Suite 200-04 Fayetteville NC
About Stalwart Financial Planning
Stalwart Financial Planning is a North Carolina-based, fee-only RIA providing hourly, objective financial planning and investment strategy for clients seeking an affordable path to long-term goals. Portfolios are implemented primarily with ETFs and complemented by other vehicles as needed. Affiliated with CFP and NAPFA networks and custodies with Charles Schwab.
Team overview
58 AVG AGE
$10.3M AVG AUM / ADVISOR
$250.9K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ISAAC REGINALD ALLEN
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #5829233
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,285,917 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,285,917 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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