Allen Carr
Vantus Wealth · Lancaster, Pennsylvania
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.
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Specialties
Who they serve
- Founders
- Physicians
- Retirees
- Multi-generational families
Facts
| Firm | Vantus Wealth |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $439.8M across 2,368 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 2460291 |
| Exams passed | Series 63 (1994) · Series 65 (1997) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.vantuswealth.com |
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Questions about Allen
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.
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
- Vantus 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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