Alan Belanger
Destiny Wealth Partners · Tavares, Florida
Alan Belanger is a fee-only financial advisor at Destiny Wealth Partners in Tavares, Florida. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Alan →
Facts
| Firm | Destiny Wealth Partners |
|---|---|
| Based in | Tavares, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $947.3M across 2,949 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6165955 |
| Exams passed | Series 63 (2025) · Series 65 (2023) |
| Firm size | 26 employees |
| Disclosures | Reported; see the SEC record |
| Website | destinyprivatetrust.com |
How Alan's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
Request an introduction to Alan
Tell Alan a little about what you're looking for. Alan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alan
Is Alan Belanger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Destiny Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Alan Belanger based?
Alan Belanger is based in Tavares, Florida.
Is Alan Belanger registered with the SEC?
Yes. Alan Belanger is registered as an investment adviser representative in FL (CRD 6165955), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Destiny Wealth Partners manage?
Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.
How do I contact Alan Belanger?
Through Alan's website, destinyprivatetrust.com.
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.
See something wrong? Request a correction. Read our methodology.