# Isaac Allen

> Isaac Allen is a fee-only financial advisor at Stalwart Financial Planning in Durham, North Carolina, who holds the CFP and MBA credentials. Stalwart Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/isaac-allen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Stalwart Financial Planning
- **Based in:** Durham, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $10.3M across 94 accounts
- **Credentials:** CFP, MBA
- **CRD:** 5829233 (https://adviserinfo.sec.gov/individual/summary/5829233)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://stalwartplanning.com

## Frequently asked questions

### Is Isaac Allen a fee-only financial advisor?

Yes. Isaac Allen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Isaac's firm.

### How does Isaac charge for financial advice?

Isaac's firm, Stalwart Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Isaac Allen based?

Isaac Allen is based in Durham, North Carolina.

### What credentials does Isaac Allen hold?

Isaac Allen holds the CFP and MBA credentials.

### Is Isaac Allen registered with the SEC?

Yes. Isaac Allen is registered as an investment adviser representative in TX (CRD 5829233), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Stalwart Financial Planning manage?

Stalwart Financial Planning reports $10.3M across 94 accounts in assets under management.

### How do I contact Isaac Allen?

Through Isaac's website, stalwartplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38854): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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