Mark Allen is a CFP-designated registered investment advisor at Continuum Advisory, LLC, based in Folsom, CA, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,461 clients with $1.9B 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 | 2.95% |
Total management fee is structured in tiers up to 2.95% annually and is fully negotiable based on portfolio size, composition, and services provided.
Fee Estimator
Location
2600 E. Bidwell Street, Suite 210, Folsom, CA, 95630
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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
Mark is president and advisor at Wealth Management Associates, a tax professional at Allen Tax Planning, and president/owner of Axios Wealth Management, Inc. He also works as an insurance agent at Mark Allen Insurance Services, selling life, disability, long-term care, and annuities insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
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.
Exams
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