Allen Atkins is a registered investment advisor at Wt Wealth Management, LLC, based in Flagstaff, AZ, with 12 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 1,141 clients with $420M 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 | 2.00% |
WT Wealth Management charges an annual management fee ranging from 0% to 2% per annum, collected quarterly in advance. Fees are negotiable with each client.
Fee Estimator
Location
813 North Beaver Street, Flagstaff, AZ, 86001
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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 →Employment History
Current Registrations
Wt Wealth Management, LLC
Previous Registrations
Four Peaks Wealth Management, LLC
State Registrations5 states
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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