Alison Cantley
Boden Wealth · Lemoyne, Pennsylvania
Alison Cantley is a fee-only financial advisor at Boden Wealth in Lemoyne, Pennsylvania, who holds the CFP credential. Alison focuses on small business owners, estate & legacy planning and retirement planning. Boden Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Boden Wealth |
|---|---|
| Based in | Lemoyne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $581.8M across 2,200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6252424 |
| Exams passed | Series 66 (2013) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.bodenwealth.com |
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Questions about Alison
Is Alison Cantley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Boden Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison's firm, Boden Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alison Cantley based?
Alison Cantley is based in Lemoyne, Pennsylvania.
What does Alison specialize in?
Alison's specialties include small business owners, estate & legacy planning and retirement planning. Alison works with founders.
What credentials does Alison Cantley hold?
Alison Cantley holds the CFP credential.
Is Alison Cantley registered with the SEC?
Yes. Alison Cantley is registered as an investment adviser representative in PA (CRD 6252424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boden Wealth manage?
Boden Wealth reports $581.8M across 2,200 accounts in assets under management.
How do I contact Alison Cantley?
Through Alison's website, www.bodenwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Boden Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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