AF
CFP
AF
CFP

Allison Mehlhorn Fuehne

18 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

16020 Swingley Ridge, Suite 110, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

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.

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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
August 2025 - Present · 6 mos
Summit Wealth Strategies
February 2016 - Present · 10 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2016 - July 2025 · 9 yrs 4 mos
AXA Advisors, LLC
September 2007 - February 2016 · 8 yrs 5 mos
AXA Advisors, LLCBroker
August 2007 - February 2016 · 8 yrs 6 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Allison Mehlhorn Fuehne - Financial Advisor | TrueAdvisor