Kathryn Allen is a CFP-designated registered investment advisor at Clearpoint Wealth Management, based in Colleyville, TX, with 13 years of industry experience. Kathryn 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, High Net Worth, and 4 more. Their firm serves 42 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Accounts of members of the same household may be aggregated for fee calculation.
Fee Estimator
Location
6110 Colleyville Blvd Ste 106, Colleyville, TX, 76034
Get directionsHistory
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 →Other Business Activities
Kathryn is employed as the Benefits Officer at Boulevard Animal Hospital. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Clearpoint Wealth Management
Previous Registrations
Allen Wealth Advisors
Trinity Portfolio Advisors, LLC
Aspen Wealth Management
Cetera Advisors LLC
Thrivent Investment Management INC.
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.