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Advisor

Allison Linney

A. N. Culbertson & Company · Charlottesville, Virginia

Allison Linney is a fee-only financial advisor at A. N. Culbertson & Company in Charlottesville, Virginia. A. N. Culbertson & Company reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmA. N. Culbertson & Company
Based in Charlottesville, Virginia
Fee model (firm's Form ADV)Percentage of assets
Assets under management$817.8M across 849 accounts
SEC registration Investment adviser representative in VA · CRD 4681648
Exams passedSeries 65 (2003)
Firm size9 employees
Disclosures None reported
Websitewww.anculbertson.com

How Allison's firm compares

  • A. N. Culbertson & Company's average account is about $963,000, from its Form ADV (assets managed divided by 849 accounts).

What fee-only advisors charge in Virginia

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Questions about Allison

Is Allison Linney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and A. N. Culbertson & Company 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, A. N. Culbertson & Company, reports charging a percentage of assets on its SEC Form ADV.

Where is Allison Linney based?

Allison Linney is based in Charlottesville, Virginia.

Is Allison Linney registered with the SEC?

Yes. Allison Linney is registered as an investment adviser representative in VA (CRD 4681648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does A. N. Culbertson & Company manage?

A. N. Culbertson & Company reports $817.8M across 849 accounts in assets under management.

How do I contact Allison Linney?

Through Allison's website, www.anculbertson.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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