• Educational Resources

    Educational

    Resources

Frequently Asked Questions

Why is working with a fiduciary advisor important?

Fiduciary financial advisors such as Alliant Wealth Advisors are a small minority within the financial advisor industry. Fiduciaries have a legal obligation to act in their clients’ interests. They cannot, for instance, recommend an investment to a client just because it pays the advisor a high sales commission. Fiduciary advisors are free from most of the conflicts of interest that are associated with traditional brokers and advisors who accept sales commissions.

What is a fee-only advisor?

A fee-only advisor is paid only by his or her clients. They do not charge sales commissions, and they do not receive any compensation from product manufacturers. As a result, they do not face the conflicts of interest inherent in other compensation models.

What types of clients do you serve?

Alliant services many client types, including those with more than $1 million of investable assets, and those who are still building their assets. Our service level and fees depend on a client’s level of assets and the complexity of the services required. We also provide retirement plan consultation to business clients.

What is your investment approach?

We eschew fads, market timing and stock tips, and insist on a disciplined, rigorous approach to investing that is clearly based on evidence of what has worked historically. We believe in patient asset allocation, global diversification and the value of minimizing fees and taxes.

Where are clients’ assets held?

Our client assets are held with reputable third-party custodians. Our primary custodian is Raymond James Financial. Our financial advisors have no direct access to our clients’ money.

Family Wealth

Family Wealth

Alliant Wealth Advisors was founded to help a select group of individuals and families achieve all that is important to them financially. To achieve our mission, we use a consultative wealth management process.

Learn More

Let's Talk

Let's Talk

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Learn More

white
Providing Financial Peace of Mind.