Stephen Allen is a registered investment advisor at Blackburn Financial, based in Cashmere, WA, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 650 clients with $90M 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 | 1.00% |
Fees may be reduced or waived for directors, officers, and employees of Blackburn Financial at the discretion of management. Fees may be negotiated.
Fee Estimator
Location
121 Cottage Avenue, Cashmere, WA, 98815
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 ActivitiesSells Insurance
Stephen is the president of SGSA Inc. and owns an apartment complex. He is also an insurance agent selling insurance, and an owner/landlord of a private property, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Blackburn Financial
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Xelan Investment Services, INC.
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.