AM
CFP
AM
CFP

Alana Margaret Macy

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

1909 26th Street, Ste. 1B, Boulder, CO, 80302

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alana is an associate board member for Reach Out Read Colorado, a pediatric literacy organization, where she helps plan fundraising events. Alana also owns rental property and performs landlord duties.

Employment History
Current Registrations
Cwm, LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2022 - December 2023 · 1 yr 3 mos
Bloom Wealth Advisors
March 2020 - September 2022 · 2 yrs 6 mos
LPL Financial LLC
June 2017 - September 2022 · 5 yrs 3 mos
LPL Financial LLCBroker
June 2017 - September 2022 · 5 yrs 3 mos
Strategic Advisers, INC.
June 2016 - May 2017 · 11 mos
Fidelity Brokerage Services LLCBroker
June 2016 - May 2017 · 11 mos
LPL Financial LLCBroker
April 2015 - May 2016 · 1 yr 1 mo
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Alana Margaret Macy - Financial Advisor | TrueAdvisor