Allison Irving
Irving Planning & Investments · Centennial, Colorado
Allison Irving is a fee-only financial advisor at Irving Planning & Investments in Centennial, Colorado. Irving Planning & Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Irving Planning & Investments |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $72.3M across 337 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5858669 |
| Exams passed | Series 63 (2012) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.irvingplanning.com |
| Profile |
How Allison's firm compares
- Irving Planning & Investments's average account is about $214,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Allison
Is Allison Irving a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Irving Planning & Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Irving Planning & Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Allison Irving based?
Allison Irving is based in Centennial, Colorado.
Is Allison Irving registered with the SEC?
Yes. Allison Irving is registered as an investment adviser representative in CO (CRD 5858669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Irving Planning & Investments manage?
Irving Planning & Investments reports $72.3M across 337 accounts in assets under management.
How do I contact Allison Irving?
Through Allison's website, www.irvingplanning.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
- 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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