Craig Allen
Craig Allen is a CFA, CFP-designated registered investment advisor at C.D. Allen Wealth Management, LLC, based in Santa Barbara, CA, with 23 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges from 0.5% to 2%, depending on the size and complexity of the account.
Fee Estimator
Location
Santa Barbara, CA
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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 →Employment History
Current Registrations
C.D. Allen Wealth Management, LLC
Previous Registrations
Wells Fargo Investments, LLC
State Registrations1 state
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