Alistair Huong
AdventEdge Financial · Apison, Tennessee
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Accepting new clients | Not currently |
| Assets under management | $6.3M across 20 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TN · CRD 7378473 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | adventedgefinancial.com |
| Profile |
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Questions about Alistair
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.
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
- AdventEdge Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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