COVID-19 Update

Alliant Wealth Advisors is an "essential business" under Virginia state law and we remain fully operational during the COVID-19 crisis.

To keep our clients, staff and colleagues safe we are currently holding all meetings via video conferencing. And we are alternating a small number of staff in our office while the majority serve you from their home.

Speaking of our office. Our headquarters in Prince William will relocate to the Signal Hill Professional Center at 9161 Liberia Avenue, Suite 100, Manassas, VA 20110 effective Monday, April 20, 2020.

Whether we are virtual or in person, we are here for you. Please keep safe.

Best Regards,

John Frisch, CPA/PFS, CFP®, AIF®, PPC®


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Our Fees

Alliant Wealth Advisors is proud to be a Fee-Only financial advisor.

As a Fee-Only firm, we provide our clients with an important assurance that we will act in their best interests and provide holistic wealth management.

Here’s why:

Most financial advisors are compensated partly or entirely through sales commissions paid to them by mutual funds companies, insurance manufacturers and other product providers. What’s more, they are legally allowed to consider their own potential compensation when recommending a product. This creates the ongoing potential for conflict of interest, in which an advisor may be tempted to weigh his own interests against those of his clients.

Furthermore, this traditional model encourages advisors to focus on just one of their clients’ many financial needs: investing. Too often, clients do not receive the broad, comprehensive planning and support that their full financial health requires.

Fee-only advisors work within a completely different model. We are compensated through pre-agreed fees paid only by our client that are never impacted by the recommendation we provide. This eliminates the principal source of conflicts of interest, further enabling us to give purely objective advice and guidance. It also frees us from a narrow focus on investments so that we can properly address clients’ full range of needs, from planning to tax management to estate planning.

Fee-only advisors comprise a small minority of advisors. We are not to be confused with fee-based advisors, who may be compensated through fees as well as sales commissions.

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.

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

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