ALLRED JACKSON FINANCIAL PLANNING, LLC

Overview

Allred Jackson Financial Planning, LLC is an independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals and small businesses. The firm acts as a capital allocator for retail clients, running discretionary portfolios under a percentage-of-AUM fee model and also providing selection of other advisers when clients require specialist solutions. Its filings indicate a clear preference for publicly traded securities — equities and ETFs — as the primary building blocks of portfolios. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser; its practice sits squarely in wealth management and planning for individual and family clients. The firm lists accounting among its business activities, which suggests an integrated planning approach that may combine tax-aware planning with portfolio management. All client relationships appear to be predominantly discretionary, giving the firm authority to implement and rebalance strategies without seeking client-by-client sign-off for each trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices