Allison Kade
WealthFD · Conshohocken, Pennsylvania
Allison Kade is a fee-only financial advisor at WealthFD in Conshohocken, Pennsylvania, who holds the CFP credential. Allison focuses on student loans and tax planning. WealthFD reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | WealthFD |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $87.8M across 450 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6735627 |
| Exams passed | Series 65 (2024) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wealthfd.com |
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Questions about Allison
Is Allison Kade a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and WealthFD 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, WealthFD, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Kade based?
Allison Kade is based in Conshohocken, Pennsylvania.
What does Allison specialize in?
Allison's specialties include student loans and tax planning. Allison works with physicians, retirees and pre-retirees.
What credentials does Allison Kade hold?
Allison Kade holds the CFP credential.
Is Allison Kade registered with the SEC?
Yes. Allison Kade is registered as an investment adviser representative in PA (CRD 6735627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthFD manage?
WealthFD reports $87.8M across 450 accounts in assets under management.
How do I contact Allison Kade?
Through Allison's website, www.wealthfd.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
- WealthFD 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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