About Allegia Wealth Management
Darren started this firm after seeing firsthand what happens when advice is driven by sales instead of what is actually right for the client.
His own family experienced it. The recommendations they received were good for the advisor, not for them. He made it his mission to make sure that never happens under his watch.
Today, the focus is simple. Do what is right. Dig deeper. Build real relationships. Deliver a plan that truly serves the client.
See Disclosures
General Information
Firm Start Year
1926
automated call
Yes
CRD#
5744258
Firm CRD#
6413
Years of Experience in Financial Services
15
Number of Years with Current Firm
1
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers
Compliance
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®, CPWA®, CIMA®
Firm Information
Advisor's Number of Clients
80
Total Assets Under Management by Advisor
$200,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Disclosures
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf