# Allen Carr

> Allen Carr is a fee-only financial advisor at Vantus Wealth in Lancaster, Pennsylvania. Allen focuses on founders (pre-exit), small business owners and physicians & residents. Vantus Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/allen-carr/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Vantus Wealth
- **Based in:** Lancaster, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $439.8M across 2,368 accounts
- **Specialties:** Founders (pre-exit), Small business owners, Physicians & residents, Retirement planning, Family wealth transfer
- **Works with:** Founders, Physicians, Retirees, Multi-generational families
- **CRD:** 2460291 (https://adviserinfo.sec.gov/individual/summary/2460291)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1994), Series 65 (1997)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.vantuswealth.com

## Frequently asked questions

### Is Allen Carr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Vantus Wealth 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's firm, Vantus Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Allen Carr based?

Allen Carr is based in Lancaster, Pennsylvania.

### What does Allen specialize in?

Allen's specialties include founders (pre-exit), small business owners, physicians & residents, retirement planning and family wealth transfer. Allen works with founders, physicians, retirees and multi-generational families.

### Is Allen Carr registered with the SEC?

Yes. Allen Carr is registered as an investment adviser representative in PA and TX (CRD 2460291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vantus Wealth manage?

Vantus Wealth reports $439.8M across 2,368 accounts in assets under management.

### How do I contact Allen Carr?

Through Allen's website, www.vantuswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2460291): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://vantuswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.