Allen Financial Partners

Overview

Allen Financial Partners is a newly formed, individual-owned LLC that registered with the SEC in 2026 and styles itself as a fee-based advisory shop focused on personal wealth services. The firm reports it will act as a capital allocator and delivers a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its stated advisory activities also include pension consulting and the selection of third‑party advisers. The firm’s billing model combines an asset‑based fee and hourly charges. Allen Financial Partners identifies itself as not being an active ESG investor and is not set up as a multistate adviser. Its recent SEC registration and the organizational profile point to a start‑up RIA positioning itself to build a client base around planning, portfolio management, and outsourced adviser selection.

Assets & Accounts

Location & Offices