Fee-only adviser · Eagle, ID
Allegiance Financial Planning
Allegiance Financial Planning is a fee-only investment adviser registered with the securities regulator of Idaho, with its main office in Eagle, Idaho. On its latest Form ADV, filed April 14, 2025, it reports 2 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Idaho |
|---|---|
| Firm CRD number | 335604 |
| Office | 5740 W Polecat Drive Eagle, ID 83616 |
| Phone | (208) 996-7323 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | 2 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Hourly |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 14, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Eagle
- Continuum Advisory, LLC $1.9B
- Summit Wealth and Retirement Partners $978M
- Dillon Financial Planning, Inc. Not reported
- Alturas Wealth Management, LLC $47M
- Gpwm Advisors LLC $27M
- Prominence Capital $62M
See all 9 fee-only advisers in Eagle →
Nearby
- Meridian 8 firms
- Boise 22 firms
- Caldwell 1 firm
- Horseshoe Bend 1 firm
- Kuna 1 firm
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