Garrett Welsh
Allegiance Financial Group · Vienna, Virginia
Garrett Welsh is a fee-only financial advisor at Allegiance Financial Group in Vienna, Virginia. Allegiance Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Allegiance Financial Group |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $675.0M across 1,525 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8140895 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.afgas.net |
| Profile |
How Garrett's firm compares
- Allegiance Financial Group's average account is about $443,000, from its Form ADV (assets managed divided by 1,525 accounts).
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Questions about Garrett
Is Garrett Welsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and Allegiance Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Garrett charge for financial advice?
Garrett's firm, Allegiance Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Garrett Welsh based?
Garrett Welsh is based in Vienna, Virginia.
Is Garrett Welsh registered with the SEC?
Yes. Garrett Welsh is registered as an investment adviser representative in VA (CRD 8140895), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allegiance Financial Group manage?
Allegiance Financial Group reports $675.0M across 1,525 accounts in assets under management.
How do I contact Garrett Welsh?
Through Garrett's website, www.afgas.net.
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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