Laura Allen is a registered investment advisor at Chase Allen Wealth, based in Chicago, IL. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Project-based financial plan — $3,000 to $7,500, spanning about six months to build a comprehensive plan covering goals, taxes, investment strategies, cash flow, debt, and employee benefits.
- Hourly planning — $350 per hour with a three-hour minimum, for ongoing implementation and custom advice.
- Financial Clarity Check-Up — $450 for a one-time, 90-minute session reviewing your overall financial landscape and providing general guidance.
One-Time Plan:$3,000 - $7,500
Hourly Rate:$350/hr
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Location
Chicago, IL
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Regulatory History
Clean regulatory record
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
Chase Allen Wealth
June 2026 - Present · 4 mos
State Registrations1 state
IL
Advisor
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
No exam information available for this advisor.
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