Cassander Crandall is a registered investment advisor at Allen Financial Partners, based in Prescott, AZ, with 3 years of industry experience. Cassander 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 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Maximum annual fee is 1.15%. Fees are negotiable.
Fee Estimator
Location
302 North Virginia St., Prescott, AZ, 86301
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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 Activities
Cassander is the CEO and a CPA at SC Audit & Accounting Solutions, LLC since 2014. This takes about a quarter of their time, all during trading hours.
Employment History
Current Registrations
Allen Financial Partners
Previous Registrations
Lane Brothers Investment Counsel
Cwm, LLC
Commonwealth Financial Network
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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