Cindy Foong is a CFP-designated registered investment advisor at Allzen Wealth and Financial Services, based in Houston, TX. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $750K | 0.50% |
| $750K - $1.3M | 0.25% |
| $1.3M+ | 0.20% |
Combined services also require a separate annual financial planning fee with a minimum of $8,000.
Fee Estimator
Location
5850 San Felipe St. Ste 500, Houston, TX, 77057
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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
Allzen Wealth and Financial Services
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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