Allen Bynum
Financial Management · Ardmore, Oklahoma
Allen Bynum is a fee-only financial advisor at Financial Management in Ardmore, Oklahoma. Allen charges hourly fees and a one-time planning fee and focuses on estate & legacy planning and small business owners.
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Specialties
Facts
| Firm | Financial Management |
|---|---|
| Based in | Ardmore, Oklahoma |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $318.3M across 1,400 accounts |
| SEC registration | Investment adviser representative in OK · CRD 5500225 |
| Exams passed | Series 66 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fmiardmore.com |
How Allen's firm compares
- Financial Management's average account is about $227,000, from its Form ADV (assets managed divided by 1,400 accounts).
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Questions about Allen
Is Allen Bynum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen charges hourly fees and a one-time planning fee.
Where is Allen Bynum based?
Allen Bynum is based in Ardmore, Oklahoma.
What does Allen specialize in?
Allen's specialties include estate & legacy planning and small business owners.
Is Allen Bynum registered with the SEC?
Yes. Allen Bynum is registered as an investment adviser representative in OK (CRD 5500225), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Management manage?
Financial Management reports $318.3M across 1,400 accounts in assets under management.
How do I contact Allen Bynum?
Through Allen's website, www.fmiardmore.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
- Financial Management 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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