Gary Allen is a registered investment advisor at Prudent Investor Advisors, LLC, based in Folsom, CA, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 230 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees for accounts over $5 million are negotiable. Retirement and ERISA accounts have separate schedules ranging from 0.075% to 0.75%.
Fee Estimator
Location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gary is a business editor for radio station KNBR 680, providing daily market and business updates and hosting a weekly talk show, dedicating a few hours per week. He also serves on the board of directors for the Croatian Scholarship Fund, a non-profit organization.
Employment History
Current Registrations
Prudent Investor Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Gabriel UruburoPrudent Investor Advisors, LLC
- Jacob Florence, CFPLane Florence, LLC
- James Smalling, CFP
- Daniel Normoyle, ChFCState Farm Investment Management CORP.
- Charles Ho, CFPLegacy Builders Financial, LLC
- William Corley, CFPCorley Investment Management