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, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,849 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Continuum Advisory offers investment management services for an annual fee based on the total value of your investments. This fee is structured in tiers, ranging from 0% to 2.95%. The exact fee is negotiable and can vary based on your relationship with the advisor, the size of your portfolio, and the services provided. The fee is calculated based on the combined assets in all related accounts.
Additional fees apply for choosing a third-party asset manager through the Amplify platform, ranging from 0.20% to 1.50%. Continuum Advisory retains a portion of this fee, ranging from 0.00% to 0.20%.
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.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
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.