Isaac Allen
Stalwart Financial Planning · Durham, North Carolina
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.
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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 | $10.3M across 94 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 5829233 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | stalwartplanning.com |
How Isaac's firm compares
- Stalwart Financial Planning's average account is about $109,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Isaac
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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