# Stalwart Financial Planning

> Stalwart Financial Planning is a state-registered investment advisory firm in Fayetteville, NC, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 159711
- Filed as: STALWART FINANCIAL PLANNING
- Legal name: Allen, Isaac Reginald
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fayetteville, NC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159711
- AdvisorCensus page: https://advisorcensus.com/firm/stalwart-financial-planning-fayetteville-nc-159711

## Quick answers

**How is Stalwart Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Stalwart Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Stalwart Financial Planning located?**
Stalwart Financial Planning's principal office is in Fayetteville, NC, according to its Form ADV.

**Is Stalwart Financial Planning registered with the SEC or a state?**
Stalwart Financial Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159711.

**How much does Stalwart Financial Planning manage?**
Stalwart Financial Planning reports $10,285,917 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Stalwart Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); other (9); charitable organizations (2).

**Does Stalwart Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159711

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,285,917
- Discretionary: $10,285,917
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $9,639,300 |
| Charitable organizations | 2 | $646,617 |
| Other | 9 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stalwartplanning.com
- Facebook @StalwartFinanicalPlanning
- Instagram @stalwartfinancialplanning
- LinkedIn @isaacallen
- X @IFAdvice

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stalwart Financial Planning (CRD 159711): Form ADV filing data as of October 2026.