Alliance Wealth Advisors

Financial Advisor in Clarks Green, PA

Firm Info
Address: 538 Biden St #700, Scranton, PA 18503, USA
Phone: (570) 961-1516

Firm Size
Assets Under Management: $230 million
# of Advisors: 5
# of Clients: 1,014
Client to Advisor Ratio: 203:1
Average Account Size: $226,800
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Alliance Wealth Advisors, LLC Overview

ALLIANCE WEALTH ADVISORS, LLC is a fee-based registered investment advisory firm based out of Bountiful, UT. The firm has been in business since 2021 and offers a range of financial services, including financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. In addition to these core services, ALLIANCE WEALTH ADVISORS, LLC also provides asset allocation services and advisory consulting to its clients. As an insurance broker/agent, the firm is uniquely positioned to provide investment advice and guidance to help clients make informed financial decisions. ALLIANCE WEALTH ADVISORS, LLC is committed to providing personalized service and customized solutions to meet the unique needs of each individual client. Their team of experienced professionals brings extensive knowledge and expertise to the table, and they are dedicated to helping clients achieve their financial goals and objectives. From retirement planning to wealth management, ALLIANCE WEALTH ADVISORS, LLC is the go-to source for comprehensive financial services.

ALLIANCE WEALTH ADVISORS, LLC is a prestigious financial advisory firm that offers a diverse range of services to its clients. The firm caters to a variety of clients, including individuals and high net worth individuals seeking expert financial guidance. Their clients typically have various financial goals ranging from retirement planning to wealth preservation. The firm's approach to wealth management is tailored to the individual needs and circumstances of each client. At ALLIANCE WEALTH ADVISORS, LLC, clients have a choice of fee structures depending on the services they require. One of the most common options is a percentage of assets under management (AUM), where the client pays a percentage of the total assets being managed by the firm as compensation. The percentage varies based on the size and complexity of the portfolio, with larger portfolios typically attracting a lower percentage fee. Other fee structures may include hourly rates or flat service fees for specific financial planning services. The firm provides detailed information on the costs of its services and their respective benefits, enabling clients to make informed decisions about the fee structure that best suits their needs. The firm's transparent and flexible fee structures reflect their commitment to providing the highest level of service to their clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Alliance Wealth Advisors, LLC does not mention anything about an investment minimum.

How This Office Can Help Clarks Green, PA Residents

Alliance Wealth Advisors is a financial advisory firm that offers personalized advice and guidance to clients living in Clarks Green, PA. With over 30 years of experience, their team of financial experts can assist clients in a variety of financial situations, including retirement planning, investment management, and estate planning. For someone living in Clarks Green, PA, Alliance Wealth Advisors can provide valuable assistance in planning for their retirement. With pensions becoming less common, many individuals in this area may need help creating a personalized retirement plan that takes into account their unique financial situation. Additionally, the team at Alliance Wealth Advisors can help clients manage their investments and assets so that they can achieve their financial goals while minimizing risks. They can also provide guidance on estate planning and help clients create a plan that will protect their assets and provide for their loved ones after they pass away. Overall, Alliance Wealth Advisors is committed to helping their clients in Clarks Green, PA achieve financial security and peace of mind.


Services Offered by Alliance Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Alliance Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 538 Biden St #700, Scranton, PA 18503, USA
Phone (570) 961-1516
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 150 NORTH MAIN STREET, SUITE 202, BOUNTIFUL, UT 84010, United States

This firm has no other locations.

State Registrations

Alliance Wealth Advisors, LLC is registered to service clients in the following states:

  • Arizona
  • Idaho
  • Louisiana
  • Oregon
  • Texas
  • Utah

Disciplinary History

Alliance Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.