Alliance Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, and insurance. Financial planning was provided to 770 clients last fiscal year.
Alliance Wealth Advisors reports 770 clients. They include 631 individual clients and 139 high-net-worth individuals. Of its assets, 100.0% ($552M across 1,961 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 42% |
| High-net-worth individuals | 18% | 58% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 631 | $234M | 42.3% | $370K |
| High-net-worth individuals | 139 | $318M | 57.7% | $2.29M |
| Total | 770 | $552M | 100% | $717K |
- Clients
- 631
- Regulatory AUM
- $234M
- AUM share
- 42.3%
- Avg. per client
- $370K
- Clients
- 139
- Regulatory AUM
- $318M
- AUM share
- 57.7%
- Avg. per client
- $2.29M
Total
- Clients
- 770
- Regulatory AUM
- $552M
- AUM share
- 100%
- Avg. per client
- $717K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 770
Alliance Wealth Advisors charges 1.00%–1.65% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.65% |
| $250K–$1M | 1.40% |
| $1M–$2M | 1.15% |
| $2M and above | 1.00% |
Fee details and sources
Paul Coles owns 75% or more of Alliance Wealth Advisors. The leadership team of Alliance Wealth Advisors includes Chief Investment Officer Scott Hoxer, Chief Financial Officer Taylor Dillon and Chief Compliance Officer Chad Kelley. It has 19 employees, 7 of them in advisory roles.
Leadership
- Taylor DillonChief Financial Officer
- Chad KelleyChief Compliance Officer
- Benjamin ColesChief Development Officer
- Scott HoxerChief Investment Officer
- Alyssa JonesChief Experience Officer
- Mason PageChief Operations Officer
- Paul ColesOwner/Chief
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Benjamin David Coles
- Paul Alfred Coles II
- Taylor C Dillon
- Jessica Anne Ellis
- Kobe Ryan Furness
- Scott G Hoxer
- Chad Edwards Kelley
- Alexander Christopulos Lewis
- Jaron Allen Munk
- Mason Michael Page
- Jackson Kade Horsley Springmeyer
- James David Van Leeuwen
Staff
- 19 employees
- 7 in advisory functions
- 9 state-registered reps
- 9 insurance agents
- Owns 75% or more of Alliance Wealth Advisors, LLC
Paul Coles
Control person · since September 2009
- Owns 5% to 10% of Alliance Wealth Advisors, LLC
Scott Hoxer
since March 2021
- Owns 5% to 10% of Alliance Wealth Advisors, LLC
Benjamin Coles
since June 2018
- Owns 5% to 10% of Alliance Wealth Advisors, LLC
Mason Page
since March 2021
Alliance Wealth Advisors’ regulatory assets grew Infinity× from $0 (June 2021) to $552M (August 2026); employees rose from 8 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $552M | 770 | 19 | 1 |
| March 2025 | $439M | 694 | 14 | 1 |
| May 2024 | $369M | 637 | 13 | 1 |
| June 2023 | $271M | 616 | 14 | 1 |
| March 2022 | $230M | 530 | 10 | 1 |
| June 2021 | $0 | 0 | 8 | 1 |
Besides its headquarters, Alliance Wealth Advisors has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 1148 West Legacy Crossing BLVD., Suite 110, CentervilleHQ
Other business names
Alliance Wealth Advisors has reported 1 other business name to the SEC.
- Myretire
Contact and registration details
- Legal name
- Alliance Wealth Advisors, LLC
- Headquarters
- 1148 West Legacy Crossing BLVD., Suite 110, Centerville, UT 84014
- Website
- awaplanning.com
- Phone
- 801-683-6000
- SEC file
- 801-121605
- Structure
- Utah LLC
- Fiscal year end
- December
Alliance Wealth Advisors uses Charles Schwab ($552M) as custodian for its separately managed accounts. Alliance Wealth Advisors has custody of $170M in client assets for 338 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $552M100%
At year end, Alliance Wealth Advisors’ separately managed accounts were largely in stocks (47%) and funds (47%). Its reported 13F holdings for the quarter ended 30 June 2026 total $530M across 235 positions; the largest are Vanguard Scottsdale Fds (13.4%), Vanguard Whitehall Fds (9.6%) and iShares TR (5.6%).
What the accounts hold
- Stocks47%
- Funds47%
- Bonds4%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash2%
Reported 13F holdings
- $530M
- Reported 13F value
- 235
- Positions
- 53.2%
- In the 10 largest
- +14.7%
- Value vs. prior quarter
- Vanguard Scottsdale Fds · Vng Rus1000grw13.4%
- Vanguard Whitehall Fds · High Div Yld9.6%
- iShares TR · MSCI Intl Vlu FT5.6%
- SPDR Series Trust · ST Sho Treas ETF5.4%
- iShares TR · Core MSCI Total4.8%
- Vanguard Admiral Fds Inc. · Smlcp 600 Grth3.2%
- SPDR Series Trust · ST Str Blo 1 ETF3.0%
- Janus Detroit Str TR · Hendrson Aaa CL2.9%
- Vanguard Scottsdale Fds · Int-term Corp.2.9%
- World Gold TR · SPDR Gld Minis2.5%
Together, the ten largest are 53.2% of reported value.
How many clients does Alliance Wealth Advisors have?
Alliance Wealth Advisors has 770 clients and manages $552 million for them, as of August 2026. They include 631 individual clients and 139 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Alliance Wealth Advisors offer?
Alliance Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Alliance Wealth Advisors charge?
Alliance Wealth Advisors charges 1.00%–1.65% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ALLIANCE WEALTH ADVISORS, LLC ADV BROCHURE, filed 10 March 2026
Which custodians does Alliance Wealth Advisors use?
Alliance Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $552M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Alliance Wealth Advisors have?
Alliance Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 19 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alliance Wealth Advisors invest in?
At the end of its last fiscal year, Alliance Wealth Advisors’ separately managed accounts held 47% exchange-traded equities, 47% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alliance Wealth Advisors?
Alliance Wealth Advisors’ direct owners are Scott Hoxer (5% to 10%), Paul Coles (75% or more), Benjamin Coles (5% to 10%) and Mason Page (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Alliance Wealth Advisors get paid?
Alliance Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alliance Wealth Advisors?
Alliance Wealth Advisors’ main office is at 1148 West Legacy Crossing BLVD., Suite 110, Centerville, UT 84014. Its phone number is 801-683-6000. Its website is awaplanning.com.