Allen Whitehurst
Allen Whitehurst is a registered investment advisor at Osaic Wealth, INC., based in Ft Walton Beach, FL, with 37 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
228 Brooks Street Se, Ft Walton Beach, FL, 32548
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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 ActivitiesSells Insurance
Allen sells term life insurance and fixed annuities through a sole proprietorship, dedicating minimal time to this activity. He also owns Capri By The Bay LLC, a real estate company, and acts as a landlord for other properties, each requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Spelman & CO INC
Spelman & CO., INC.Broker
Dean Witter Reynolds INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations31 states
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