AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Isaac Reginald Allen

Isaac R. Allen

STALWART FINANCIAL PLANNING
Fayetteville, NC 28314
Some features on this profile are disabled
CRD#: 5829233
Isaac Reginald Allen

Professional summary

Isaac Reginald Allen, CFP®, who also goes by Reggie Allen, is a registered financial advisor currently at STALWART FINANCIAL PLANNING located in Fayetteville, North Carolina.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Isaac has worked at 2 firms .

Biography

When he is not spending time with his family, Isaac interests include fly fishing, root for Wolfpack football (Go Pack!) and touring on his motorcycle.  Along with his wife Angela, Isaac enjoys attending community and cultural events across the great state of North Carolina.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes

Aliases

Reggie Allen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Reginald Allen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

September 22, 2014 - Present

STALWART FINANCIAL PLANNING

Office #1: 4200 Morganton Road Suite 200-04, Fayetteville, NC 28314
RIA
CRD#: 159711
Fayetteville, NC
Past

August 9, 2010 - May 27, 2011

FULBRIGHT FINANCIAL CONSULTING, PA

RIA
CRD#: 117891
DURHAM, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/22/2014)

Exams

Current Firm

STALWART FINANCIAL PLANNING
STALWART FINANCIAL PLANNING
ALLEN, ISAAC REGINALD | STALWART FINANCIAL PLANNING

CRD#: 159711 / SEC#:

North Carolina
Registered Investment Advisory firm - (1/3/2012 Approved)
Texas
Registered Investment Advisory firm - (9/19/2014 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4200 Morganton Road Suite 200-04, Fayetteville, NC 28314
Mailing Address
Phone number
(910) 867-8464
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 8,459,237

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STALWART FINANCIAL PLANNING

STALWART FINANCIAL PLANNING

CRD#: 159711Fayetteville, NC 28314

TRUST BUT VERIFY

Monitor Isaac Allen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

Andrew James Lehman
Andrew LehmanAdvisorCheck Check Mark
INSPIRE ADVISORS, LLC
IAR
Columbus, OH
Stacey Stephenson Hyde
Stacey HydeAdvisorCheck Check Mark
ENVISION FINANCIAL PLANNING, LLC
IAR
Memphis, TN
AV
Anthony VenturiAdvisorCheck Check Mark
COLE WEALTH MANAGEMENT, LLC
PR
SCOTTSDALE, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics