Allison Flink is a registered investment advisor at Wealthspire Retirement Advisory, based in Austin, TX, with 24 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B 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 | 1.60% |
Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.
Fee Estimator
Location
1250 Capital of Texas Highway, Building 2, Suite 125, Austin, TX, 78746
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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 Activities
Allison is the owner of AKF Holdings Inc. LLC, an investment advisor. She spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Kestra Investment Services, LLCBroker
Direct File Feed
Wfg Investments, INC.Broker
NFP Securities, INC.Broker
Nrp Financial, INC.Broker
LPL Financial CorporationBroker
Ing Financial Advisers, LLCBroker
Hartford Equity Sales Company INC.Broker
State Registrations2 states
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
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