Allison Fuehne
Allison Fuehne is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Springfield, MO, with 19 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B 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 | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
2833B E. Battlefield Rd., Ste 112, Springfield, MO, 65804
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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
Allison operates Summit Wealth Strategies as an IAR, managing investor assets and creating financial plans, which takes up more than full-time hours. Allison is also an insurance agent for Ash Brokerage, selling life insurance, and a limited partner at Stovall-Woody Associates, LLC, servicing group life/health plans.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Strategies
AXA Advisors, LLC
AXA Advisors, LLCBroker
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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