Abraham McAllister
ARM Financial · Annandale, Virginia
Abraham McAllister is a fee-only financial advisor at ARM Financial in Annandale, Virginia. ARM Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | ARM Financial |
|---|---|
| Based in | Annandale, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $49M across 60 accounts |
| SEC registration | Investment adviser representative in CA, TX, VA · CRD 5502223 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | indexplus.co |
| Profile |
How Abraham's firm compares
- ARM Financial's average account is about $817,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Abraham
Is Abraham McAllister a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Abraham holds no broker registration, and ARM Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Abraham charge for financial advice?
Abraham's firm, ARM Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Abraham McAllister based?
Abraham McAllister is based in Annandale, Virginia.
Is Abraham McAllister registered with the SEC?
Yes. Abraham McAllister is registered as an investment adviser representative in CA, TX and VA (CRD 5502223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARM Financial manage?
ARM Financial reports $49M across 60 accounts in assets under management.
How do I contact Abraham McAllister?
Through Abraham's website, indexplus.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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