# Stalwart Financial Planning

Stalwart Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://stalwartplanning.com
- **LinkedIn:** https://www.linkedin.com/company/isaacallen

## Regulatory record

- **CRD number:** 159711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159711

## About

Stalwart Financial Planning is a fee-only financial advisor and Registered Investment Adviser offering advisory services in North Carolina and other jurisdictions where exempted. The firm does not sell products and advises clients on overall financial goals through sound financial planning in a conflict-free environment. It offers full-service portfolio management and investment advice under an hourly, fee-only model.

## Related profiles

- [OATV Management Company](https://altss.com/profile/oatv-management-company-llc)
- [Northfork Advisors](https://altss.com/profile/northfork-advisors)

---

Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/stalwart-financial-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology