Andrew Allen
Instrumental Wealth · Tampa, Florida
Andrew Allen is a fee-only financial advisor at Instrumental Wealth in Tampa, Florida, who holds the CFP and ChFC credentials. Instrumental Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Instrumental Wealth |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $508.0M across 2,128 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, TX · CRD 5155079 |
| Exams passed | Series 63 (2006) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.instrumentalwealth.com |
How Andrew's firm compares
- Instrumental Wealth's average account is about $239,000, from its Form ADV (assets managed divided by 2,128 accounts).
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Questions about Andrew
Is Andrew Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Instrumental Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Instrumental Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Allen based?
Andrew Allen is based in Tampa, Florida.
What credentials does Andrew Allen hold?
Andrew Allen holds the CFP and ChFC credentials.
Is Andrew Allen registered with the SEC?
Yes. Andrew Allen is registered as an investment adviser representative in FL and TX (CRD 5155079), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Instrumental Wealth manage?
Instrumental Wealth reports $508.0M across 2,128 accounts in assets under management.
How do I contact Andrew Allen?
Through Andrew's website, www.instrumentalwealth.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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