Travis Allen is a CFA, CFP-designated registered investment advisor at Custom Wealth Planners, based in Ankeny, IA, with 9 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 149 clients with $100M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.25% |
Fee Estimator
Contact
Travis Allen
Location
2425 North Ankeny Blvd, Unit #105, Ankeny, IA, 50023
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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 →Employment History
Current Registrations
Custom Wealth Planners
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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