# Alistair Huong

> Alistair Huong is a fee-only financial advisor at AdventEdge Financial in Apison, Tennessee, who holds the ChFC credential. Alistair charges a one-time planning fee, an ongoing planning fee and hourly fees (ongoing planning from $2,400 a year and one-time plans from $1,500) and focuses on estate & legacy planning, tax planning and student loans.

Page: https://find.wellspent.co/advisors/alistair-huong/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** AdventEdge Financial
- **Based in:** Apison, Tennessee
- **Fee model:** One-time planning fee; Ongoing planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $1,500; $200 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $6.3M across 20 accounts
- **Credentials:** ChFC
- **Specialties:** Estate & legacy planning, Tax planning, Student loans
- **Works with:** Early-career professionals
- **CRD:** 7378473 (https://adviserinfo.sec.gov/individual/summary/7378473)
- **SEC registration:** Investment adviser representative in TN
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://adventedgefinancial.com

## Frequently asked questions

### Is Alistair Huong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alistair holds no broker registration, and AdventEdge Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alistair charge for financial advice?

Alistair charges a one-time planning fee, an ongoing planning fee and hourly fees.

### How much does Alistair charge?

According to AdventEdge Financial's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $1,500; $200 an hour.

### Does Alistair work with clients virtually?

Yes. AdventEdge Financial says on its website that it works with clients remotely.

### Where is Alistair Huong based?

Alistair Huong is based in Apison, Tennessee.

### What does Alistair specialize in?

Alistair's specialties include estate & legacy planning, tax planning and student loans. Alistair works with early-career professionals.

### What credentials does Alistair Huong hold?

Alistair Huong holds the ChFC credential.

### Is Alistair Huong registered with the SEC?

Yes. Alistair Huong is registered as an investment adviser representative in TN (CRD 7378473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AdventEdge Financial manage?

AdventEdge Financial reports $6.3M across 20 accounts in assets under management.

### How do I contact Alistair Huong?

Through Alistair's website, adventedgefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7378473): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://adventedgefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.