← Back to searchVisit website
STALWART FINANCIAL PLANNING
ALLEN, ISAAC REGINALD
CRD 159711
4200 MORGANTON ROAD, SUITE 200-04, FAYETTEVILLE, NC, 28314, United States
Phone
910-867-8464
Fax
800-586-0051
Registration
— (—)
Source
State registered
Total AUM
$10.3M
Discretionary AUM
$10.3M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $9.6M |
| Charitable organizations | 2 | $647K |
All web addresses on file
Official SEC filing: View on IAPD