About Allen Wealth Advisors

CERTIFIED FINANCIAL PLANNERS™

At Allen Wealth Advisors, all our advisors are CERTIFIED FINANCIAL PLANNERS®.

This means we have the training, experience and knowledge to help you plan for and realize a successful financial future.  We build strong relationships with our clients. Our clients can feel secure that their needs are our first priority.

Allen Wealth Advisors: Fee-only Advisory Services

Allen Wealth Advisors is a fee-only advisory. This means:

• We are paid directly by clients for our services and cannot receive other sources of compensation, such as payments from fund providers.
• We act as a fiduciary, meaning: We are obligated to put our clients’ interests first.

Allen Wealth Advisors Services

We get to know you – and your unique situation – as well as your goals for the future.

We assess your current situation and provide you a roadmap to help you achieve your personal goals.
We then help you implement your plan providing you the tools and professional guidance necessary to accomplish your goals.

Comprehensive Financial Planning      Financial Planning for Women     Investment Management     Retirement Planning

Customized Financial Planning and Investment Management Strategies

We provide customized Financial Planning and Investment Management strategies to women, families, individuals, and small businesses.

Our goal is to provide the highest quality advice and service to help you meet your needs and goals.

We treat you the way we would want to be treated.

Kay Allen, CFP®

Founder, Allen Wealth Advisors

See Kay Allen, CFP®

How Can Allen Wealth Advisors Be of Assistance?

Contact Us

Allen Wealth Advisors
609 Cheek-Sparger Rd Suite 102, Colleyville, TX 76034

Phone: (817) 500-0014
Fax: (817) 500-0014

allenwealthadvisors.com

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