Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

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Location

7600 Castoe Ave, Philadelphia, PA, 19152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Allen is involved in numerous business activities, including owning and managing multiple commercial and residential real estate properties, operating a retail package and shipping business, and managing a retail florist. He also serves as president of Lassinger Consulting LLC, which operates as PWR Accounting and Tax, and provides investment advisory services through PWR Planners LLC; Allen spends nearly full-time managing operations, bookkeeping, payroll, and tax preparation for Lassinger Consulting LLC.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.