Chase Allen Wealth is a registered investment advisor based in Chicago, Illinois, founded by Laura Allen. The firm operates as a fee-only advisory practice, meaning compensation comes solely from clients rather than commissions or product sales. Chase Allen Wealth does not manage investment portfolios or exercise trading authority; instead, the firm focuses entirely on comprehensive financial planning, coaching, and educational guidance. Services cover a wide range of personal finance topics, including retirement projections, cash flow and debt management, employee benefits optimization, estate planning strategies, tax planning considerations, risk management, business planning, and lifestyle or sabbatical planning. Clients can engage Chase Allen Wealth for project-based planning engagements lasting up to six months, hourly on-demand consulting, or a one-time financial clarity check-up.
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.