# Allen Drake

> Allen Drake is a fee-only financial advisor at Royale Investment Advisor in Lake Mathews, California. Royale Investment Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/allen-drake/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Royale Investment Advisor
- **Based in:** Lake Mathews, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $10.2M across 24 accounts
- **CRD:** 4679918 (https://adviserinfo.sec.gov/individual/summary/4679918)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2003), Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.royaleadvisor.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Royale Investment Advisor 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, Royale Investment Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Allen Drake based?

Allen Drake is based in Lake Mathews, California.

### Is Allen Drake registered with the SEC?

Yes. Allen Drake is registered as an investment adviser representative in CA (CRD 4679918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Royale Investment Advisor manage?

Royale Investment Advisor reports $10.2M across 24 accounts in assets under management.

### How do I contact Allen Drake?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4679918): 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

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