Allan Roth is a CFP-designated registered investment advisor at Wealth Logic, LLC, based in Colorado Spring, CO, with 22 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 57 clients.
Compensation
Firm Size
IM Fee
Location
102 S. Tejon Street, Suite 1100, Colorado Spring, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allan writes for various publications and teaches financial planning classes for professionals on a contract basis. He has been doing this since 2004, dedicating about 20% of his time.
Employment History
Current Registrations
Wealth Logic, LLC
State Registrations2 states
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