Allen Trim
Blue Summit Wealth Management · San Diego, California
Allen Trim is a fee-only financial advisor at Blue Summit Wealth Management in San Diego, California, who holds the CFP credential. Allen focuses on retirement planning, tax planning and estate & legacy planning. Blue Summit Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Blue Summit Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $211.4M across 630 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5768850 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bluesummitwealth.com |
| Profile |
How Allen's firm compares
- Blue Summit Wealth Management's average account is about $335,000, from its Form ADV (assets managed divided by 630 accounts).
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Questions about Allen
Is Allen Trim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Blue Summit Wealth 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's firm, Blue Summit Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allen Trim based?
Allen Trim is based in San Diego, California.
What does Allen specialize in?
Allen's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Allen Trim hold?
Allen Trim holds the CFP credential.
Is Allen Trim registered with the SEC?
Yes. Allen Trim is registered as an investment adviser representative in CA and TX (CRD 5768850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Summit Wealth Management manage?
Blue Summit Wealth Management reports $211.4M across 630 accounts in assets under management.
How do I contact Allen Trim?
Through Allen's website, www.bluesummitwealth.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
- Blue Summit Wealth 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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