Allen Claggett
Allen Claggett is a CFP-designated registered investment advisor at The Holland Group, Retirement Wealth Advisors, LLC, based in Clearwater, FL, with 14 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 694 clients with $220M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 1.05% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
2637 Mc Cormick Drive, Suite 101, Clearwater, FL, 33759
Get directionsHistory
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
Allen sells insurance and annuity products through Advisors Excel and The Holland Group as a Retirement Wealth Advisor since 2014. This activity takes about half of his time.
Employment History
Current Registrations
The Holland Group, Retirement Wealth Advisors, LLC
Previous Registrations
Mutual Trust Asset Mgmt., INC.
AXA Advisors, LLC
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.