Alliance Wealth Advisors
Alliance Wealth Advisors is an SEC-registered, Utah-based investment advisory firm serving individuals and families in retirement transitions with fee-based wealth management, Social Security/pension optimization, estate and tax planning, and 401k rollover services, supplemented by a tax subsidiary and a strategic alliance ecosystem.
- Company typePrivate
- Founded-
- HeadquartersBountiful, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Alliance Wealth Advisors does
Alliance Wealth Advisors, LLC is a privately held, SEC-registered investment advisory firm headquartered in Centerville, Utah (with prior Bountiful association), operating a comprehensive wealth management practice focused on individuals and families navigating retirement transitions. The firm is built around a team of approximately 15+ professionals including a C-suite of CEO Paul A. Coles (CFF, RFC), CIO Scott G. Hoxer (formerly VP at Goldman Sachs and Financial Advisor at Morgan Stanley), COO Mason M. Page, CDO Benjamin D. Coles, CCO Chad Kelley (CFP), CFO/Tax Advisor Taylor C. Dillon (CPA, CMA), and CXO Alyssa Jones, supported by Senior Wealth Advisors, Operations Associates, a Financial Education Coordinator, and a Director of Technology. The firm operates a wholly-owned tax preparation subsidiary, Alliance Tax Professionals.
The firm's product portfolio spans Social Security and Pension Optimization, Estate and Tax Planning, Investment Portfolio Management, Retirement Plan and 401k Rollovers, the S.M.A.R.T. Retirement withdrawal framework, and a Client Concierge Service for ongoing support. Service delivery follows a proprietary "Retirement GPS" five-stage methodology (Discovery, Risk Assessment, Customized Roadmap, Course Correction, Dynamic Guidance). The technology stack is built around the Orion Advisor platform for client portal access; no proprietary technology, AI/ML capabilities, mobile application, or public API is disclosed. Acquisition and engagement are supported by a content-marketing apparatus that includes the AWA Market Minute YouTube series, the Investment Insights blog (CIO-authored, archives back to ~2020), Planning Hacks articles, an interactive Retirement Readiness Quiz, and downloadable educational guides covering Social Security, Long-Term Care, Estate Planning, Tax Planning, Medicare, and end-of-life planning.
The business model is fee-based fiduciary advisory services billed under standard RIA engagement structures, with revenue generated through recurring advisory fees on managed assets and planning engagements. Go-to-market is sales-led and relationship-driven: consultations are scheduled via Calendly on the firm's website, prospective clients enter through content channels and referrals, and ongoing service is delivered through direct advisor-client relationships. The firm augments its in-house capabilities through a Strategic Alliance network covering estate law, federal employee retirement (FERS/CSRS), Medicare, mortgage lending, and funeral/aftercare services, creating a cross-referral ecosystem that supports clients across the retirement life cycle. Geographic scope is concentrated in Utah with no disclosed multi-state national footprint.
Alliance Wealth Advisors firmographics
Firmographics- Name
- Alliance Wealth Advisors
- Legal name
- Alliance Wealth Advisors, LLC
- Website
- https://awaplanning.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Alliance Wealth Advisors is an SEC-registered, Utah-based investment advisory firm serving individuals and families in retirement transitions with fee-based wealth management, Social Security/pension optimization, estate and tax planning, and 401k rollover services, supplemented by a tax subsidiary and a strategic alliance ecosystem.
- Ownership category
- akta.pro rank
Alliance Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Tax-Focused Wealth Management RIAs (FSAAACAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Alliance Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Bountiful
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Alliance Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Planning and Investment Advisory Services: Fee-based advisory services where the firm acts as a fiduciary (SEC Registered Investment Advisor). Revenue is generated through advisory fees for comprehensive wealth management, retirement planning, investment management, and related financial planning services. The firm discloses it is not affiliated with any other entity and only transacts business in states where properly registered.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-based advisory services - specific tiers not publicly disclosed |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Alliance Wealth Advisors product offering
Product offeringCore offering
Alliance Wealth Advisors is a privately held, SEC Registered Investment Advisor providing fee-based fiduciary wealth management services to individuals and families navigating retirement transitions. Core offerings include Social Security and pension optimization, estate and tax planning, investment portfolio management, retirement plan and 401k rollovers, and S.M.A.R.T. retirement income strategies, all delivered through direct advisor-client engagements.
Product overview
Alliance Wealth Advisors offers a comprehensive wealth management platform specializing in retirement transitions. The firm provides an integrated suite of services including Social Security and Pension Optimization, Estate and Tax Planning, Investment Portfolio Management, Retirement Plan and 401k Rollovers, and S.M.A.R.T. Retirement strategies. Supporting these core services are interactive tools (Retirement Readiness Quiz), educational content series (Market Minute videos, Investment Insights blog, Planning Hacks), and downloadable guides covering Social Security, Long-Term Care, Estate Planning, Tax Planning, and Medicare.
Differentiator
Problem solved
Functional benefit
Brands
- Alliance Tax Professionals: Tax preparation and tax compliance division of Alliance Wealth Advisors, providing tax services for individuals and business owners.
Products and services
- Social Security and Pension Optimization Advisory service that helps clients understand how and when to file for Social Security benefits, how benefits are taxed, and strategies to reduce or eliminate Social Security tax, along with pension income planning for federal employees (FERS, CSRS, Military Time, Pensions, FEGLI).
- Client Concierge Service Maintenance and relationship-focused service providing ongoing client support throughout the advisor-client engagement lifecycle.
- S.M.A.R.T. Retirement Strategic approach to withdrawing from investments during market volatility, helping clients navigate retirement income decisions through periods of market stress.
- Estate and Tax Planning Comprehensive estate planning and tax optimization service helping clients organize personal affairs, minimize tax exposure, and structure inheritances.
Quantifiable outcome
- Fiduciary standard ensures advice is in client's best interest
Companies that use Alliance Wealth Advisors
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Alliance Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Alliance Wealth Advisors partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and supporting.
- Scott B. Dopp, JD (Legal Team)coreEstate planning and business law legal services. Scott B. Dopp serves as Kaysville City Prosecutor and Sunset City prosecutor. He provides estate planning services, meeting with clients to create personal estate plans, and serves as a guest lecturer on estate planning topics. Located at 330 N. Main Street, Kaysville, UT 84037.
- Adele Parker (Federal Employee Retirement Specialist)coreSpecializes in federal employee retirement planning. Adele assists federal retirees through FERS, CSRS, Military Time, Pensions, FEGLI calculations and paperwork. A former Federal Employee herself, she has helped hundreds of employees across the nation prepare for retirement. Contact: 801-200-3392, [email protected]
- Aaron Quarnberg (Medicare Specialist)coreMedicare and Marketplace plan expert with 17 years of industry experience. Also provides insurance solutions for businesses wanting to offer large group experiences for part-time or 1099 employees. Chairman of the Board for Utah Hispanic Chamber of Commerce and Somos Foundation. Licensed in Accident & Health and Life Insurance.
- Cameron Bishop (Mortgage Lending)supportingMortgage lending professional with over 20 years of experience. Specializes in Jumbo, DSCR, Bank Statement Loans, Construction lending, 1031 exchanges, Asset Depletion, Trust income, Conventional Loans, Government products (USDA, VA, FHA), and Reverse Mortgages. Veteran-owned business focused on helping people achieve financial goals through real estate.
- Matthew Van Drimmelen (Full-Circle Aftercare)supportingFounder of Full-Circle Aftercare since 2013. Helps families with logistics of closing estate issues after loss of a loved one. Services hospice and funeral home clients in 37 states, serving approximately 1,700 families per month. Located in Northern Utah.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Alliance Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large national RIA offering comprehensive wealth management, retirement planning, tax, and estate services to individuals and families. Highly comparable business model and service breadth, though at vastly greater scale, making it a relevant scaled benchmark for AWA's retirement-transition proposition.
- Corient: National independent RIA providing comprehensive wealth management, investment advisory, tax, and estate planning to high-net-worth and ultra-high-net-worth clients. Closely aligned on integrated planning, fiduciary advisor model, and team-based delivery.
- Edelman Financial Engines: One of the largest independent RIAs in the US, with deep specialization in retirement planning, 401(k) rollover advice, and financial planning for individuals. Highly comparable retirement-transition focus and fiduciary advisor model.
- Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, investment management, tax, estate, and retirement-transition services to high-net-worth and mass-affluent clients. Directly comparable service mix and fiduciary model, with similar team-based advisor coverage.
- Carson Group: RIA and coaching-focused firm serving financial advisors and their clients with retirement income planning, investment management, and holistic planning. Operates a similar advisor-led model with comparable service breadth, including tax-adjacent offerings.
- Brightworth: Fee-only RIA offering financial planning, investment management, tax, and retirement planning to individuals and families. Comparable in service breadth, fiduciary model, and team-based advisor structure, with a comparable mid-market scale profile.
Broad incumbents
- Cetera Financial Group: Large diversified wealth management platform supporting independent financial advisors with retirement, investment, and planning solutions. Broader incumbent with multi-channel distribution, but overlapping retirement and planning service categories make it a relevant industry benchmark.
- Commonwealth Financial Network: Independent broker-dealer and RIA supporting thousands of financial advisors with retirement planning, investment, and practice management tools. Larger incumbent serving the same advisor-led wealth management category at much greater scale.
- Fisher Investments: Large global investment management and private wealth firm serving individuals, families, and institutions. Less comparable on tax/estate breadth but operates in the same investment-advisory and retirement-planning categories with overlapping fiduciary positioning.
- Focus Financial Partners: Partnership model supporting a network of independent RIAs offering wealth management, retirement planning, and tax services. Highly relevant as a strategic acquirer and industry aggregator in the RIA category where AWA operates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Alliance Wealth Advisors social profiles
Digital presenceAlliance Wealth Advisors compliance and trust
Trust signalCompliance1 record
Alliance Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alliance Wealth Advisors leadership team
Management profileNumber of profiles
Profiles9 records
Alliance Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
Alliance Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alliance Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alliance Wealth Advisors
What does Alliance Wealth Advisors do?
Alliance Wealth Advisors is a privately held, SEC Registered Investment Advisor providing fee-based fiduciary wealth management services to individuals and families navigating retirement transitions. Core offerings include Social Security and pension optimization, estate and tax planning, investment portfolio management, retirement plan and 401k rollovers, and S.M.A.R.T. retirement income strategies, all delivered through direct advisor-client engagements.
Is Alliance Wealth Advisors a public or private company?
Alliance Wealth Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Alliance Wealth Advisors founded?
Alliance Wealth Advisors was founded in -1. It employs 11 to 50 people.
Where is Alliance Wealth Advisors based?
Alliance Wealth Advisors is headquartered in Bountiful, United States, in the North America region.
How does Alliance Wealth Advisors make money?
One revenue line is on record: financial Planning and Investment Advisory Services.
Who are Alliance Wealth Advisors's main competitors?
Direct peers on record are Creative Planning, Corient, Edelman Financial Engines, Mariner Wealth Advisors, Carson Group and Brightworth. Broad incumbents are Cetera Financial Group, Commonwealth Financial Network, Fisher Investments and Focus Financial Partners.
Does Alliance Wealth Advisors have an API?
No public API is recorded for Alliance Wealth Advisors.
What industry is Alliance Wealth Advisors in?
Alliance Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 52394 and its SIC code is 6282.