Alliant Retirement Consulting

CRD#167970
Investment Advisor Firm

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Learn more about Alliant Retirement Consulting

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Alliant Retirement Consulting is a financial advisory company located in Alpharetta, Georgia. The company has $1.1 billion in assets across 80 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small group, including 17 financial advisors. Alliant Retirement Consulting is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and stocks.

    Alliant Retirement Consulting administers all of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without requiring client approval. The advisory firm's typical account size is $13.6 million. An average financial advisor at Alliant Retirement Consulting manages around five client accounts, placing it among the most personalized firms in the country.

    Alliant Retirement Consulting's central office is at 1125 Sanctuary Parkway, Alpharetta, Georgia 30009. Alliant Retirement Consulting is legally allowed to serve customers across 51 U.S. states and territories.

    Assets Under Management

    $1.1 billion

    Number of Advisors

    17

    Disclosures

    No

    Office Location

    1125 Sanctuary Parkway
    Alpharetta, GA 30009

    Alliant Retirement Consulting by the Numbers

    Total Assets Under Management

    $1.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    17

    National Average: 64
    Total Number of Accounts

    80

    National Average: 375,227
    Average Account Size

    $13.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees largely depend on the type of financial services provided. However, fees billed by the firm may include the following fee structures: asset-based, fixed or other. The company does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    Alliant Retirement Consulting provides services to pension plans. Out of its 80 clients, Alliant Retirement Consulting's biggest client type by number of accounts is pension plans. None of the company's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Alliant Retirement Consulting does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Alliant Retirement Consulting

    Ryan Barnett
    Alpharetta, GA
    Andrew Denler
    New York, NY
    Robert Knowles
    Oklahoma City, OK
    Jonathan Taporco
    Austin, TX
    Aaron Pottichen
    Austin, TX
    Kathleen Aicher
    Alpharetta, GA
    David Feilke
    Alpharetta, GA
    Teressa Rambo
    Fayetteville, AR
    Cara Reynolds
    Alpharetta, GA

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