Stanley Allred is a registered investment advisor at Allred Harris Wealth Management., based in Dallas, TX, with 45 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 305 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allred Harris Wealth Management's fees are individually negotiated and based on a percentage of the assets they manage. The maximum annual fees are:
- IAD accounts: 1.50%
- AMS accounts: 1.75%
- RJCS accounts: 1.75%
These fees may be part of a bundled fee program that includes brokerage, custody, and management fees. For some accounts, clients pay management fees separately from brokerage expenses.
Location
8333 Douglas Avenue, Suite 525, Dallas, TX, 75225
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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
Stanley is involved with the Boy Scouts of America and the Baylor Oral Health Foundation, dedicating a few hours per week to each. He also has several investment-related business activities, including Derby Enterprises, LLC, Oklahoma Land Holdings, LLC, Northern Lights Royalties II, LP, and Lucky 5 & 6 Joint Venture, LLC, but spends no time on them.
Employment History
Current Registrations
Allred Harris Wealth Management.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Southwest Securities, INC.Broker
Southwest Securities, INC.
Schneider, Bernet & Hickman, INC.Broker
Thomson Mckinnon Securities INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Underwood, Neuhaus & CO., IncorporatedBroker
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.