Allen Dengler
Allen Dengler is a registered investment advisor at Clearstead; Clearstead Advisory Solutions, based in Cleveland, OH, with 10 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 4,819 clients with $34B 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 | 1.00% |
Most clients have an annual fee between 0.10% and 1.00%. Fees are negotiable and vary based on portfolio size, complexity, and services provided.
Fee Estimator
Location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114
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 →Employment History
Current Registrations
Clearstead; Clearstead Advisory Solutions
Previous Registrations
Cerity Partners LLC
PNC InvestmentsBroker
AXA Advisors, LLCBroker
The Huntington Investment CompanyBroker
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
More Advisors
- Richard Ahrens, CFPClearstead; Clearstead Advisory Solutions
- Eileen Burkhart, CFPClearstead; Clearstead Advisory Solutions
- David Desalvo, CFPClearstead; Clearstead Advisory Solutions
- Scott Snow, CFPClearstead; Clearstead Advisory Solutions
- Albert Pompeo, CFPRobert W. Baird & CO. Incorporated
- Jennifer Staton, CFPWellspring Family Office