Financial Planning Consumer Info
Allen Wealth Advisors is a fee-only advisory.
A “fee-only” financial advisor sounds very similar to a “fee-based” financial advisor, but there’s a significant difference in how they get paid.
There is a critical distinction between hiring a fee-only advisor versus a fee-based one. Here’s what you should know:
| Fee-Only Financial Planners | Fee-Based Financial Planners |
|---|---|
| • Paid directly by clients for their services and cannot receive other sources of compensation, such as payments from fund providers. • Act as a fiduciary, meaning they are obligated to put their clients’ interests first. | • Paid by clients, but also receive compensation from other sources; including commissions from financial products that clients purchase. • Brokers and dealers (or registered representatives) are simply required to sell products that are "suitable" for their clients. |
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.
Financial Planning for Women Investment Management Retirement Planning
How Can Allen Wealth Advisors Be of Assistance?
We serve Colleyville, the Dallas Fort Worth Area and the U.S.
Including the cities of Colleyville, Southlake, Grapevine, Keller, North Richland Hills, Hurst, Euless, Bedford, Flower Mound, Argyle, Lantana, Double Oak, Copper Canyon, Highland Village, Denton and surrounding areas.