Allan Pelkonen
Pelkonen and Associates · Melville, New York
Allan Pelkonen is a fee-only financial advisor at Pelkonen and Associates in Melville, New York, who holds the CFP and ChFC credentials. Pelkonen and Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pelkonen and Associates |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $293.3M across 906 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NY, TX · CRD 2068332 |
| Exams passed | Series 63 (1990) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | ampwealthcare.com |
How Allan's firm compares
- Pelkonen and Associates's average account is about $324,000, from its Form ADV (assets managed divided by 906 accounts).
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Questions about Allan
Is Allan Pelkonen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allan holds no broker registration, and Pelkonen and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allan charge for financial advice?
Allan's firm, Pelkonen and Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Allan Pelkonen based?
Allan Pelkonen is based in Melville, New York.
What credentials does Allan Pelkonen hold?
Allan Pelkonen holds the CFP and ChFC credentials.
Is Allan Pelkonen registered with the SEC?
Yes. Allan Pelkonen is registered as an investment adviser representative in NY and TX (CRD 2068332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pelkonen and Associates manage?
Pelkonen and Associates reports $293.3M across 906 accounts in assets under management.
How do I contact Allan Pelkonen?
Through Allan's website, ampwealthcare.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
- 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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