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Advisor

Kobe Furness

Alliance Wealth Advisors · Centerville, Utah

Kobe Furness is a fee-only financial advisor at Alliance Wealth Advisors in Centerville, Utah. Alliance Wealth Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmAlliance Wealth Advisors
Based in Centerville, Utah
Fee model (firm's Form ADV)Percentage of assets
Assets under management$552.0M across 1,961 accounts
SEC registration Investment adviser representative in TX, UT · CRD 7797054
Exams passedSeries 65 (2023)
Firm size19 employees
Disclosures None reported
Websitemyretire.us

How Kobe's firm compares

  • Alliance Wealth Advisors's average account is about $281,000, from its Form ADV (assets managed divided by 1,961 accounts).

What fee-only advisors charge in Utah

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Questions about Kobe

Is Kobe Furness a fee-only financial advisor?

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

How does Kobe charge for financial advice?

Kobe's firm, Alliance Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Kobe Furness based?

Kobe Furness is based in Centerville, Utah.

Is Kobe Furness registered with the SEC?

Yes. Kobe Furness is registered as an investment adviser representative in TX and UT (CRD 7797054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Alliance Wealth Advisors manage?

Alliance Wealth Advisors reports $552.0M across 1,961 accounts in assets under management.

How do I contact Kobe Furness?

Through Kobe's website, myretire.us.

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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