Jonathan Allen
Jonathan Allen is a CFP-designated registered investment advisor at Allen Wealth Management, LLC, based in Boone, NC, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,108 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
980 Highway 105, Boone, NC, 28607
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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
Jonathan owns a CPA practice (Allen CPA PLLC), an independent RIA (Allen Wealth Management), a rental property (Appalachian Opportunities, LLC), and a business providing outsourced accounting services (J. Allen Professional Services). He also reviews and offers insurance policies as an agent for Allen Financial Advisors, dedicating a few hours per week to this activity, while dedicating about half his time to Allen Wealth Management.
Employment History
Current Registrations
Allen Wealth Management, LLC
Raymond James Financial Services, INC.Broker
State Registrations34 states
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