Anthony Allen
Andina Advisors · Providence, Utah
Anthony Allen is a fee-only financial advisor at Andina Advisors in Providence, Utah. Anthony focuses on estate & legacy planning and family wealth transfer. Andina Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Andina Advisors |
|---|---|
| Based in | Providence, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 4,262 accounts |
| SEC registration | Investment adviser representative in UT · CRD 6718486 |
| Exams passed | Series 65 (2017) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | andinaadvisors.com |
How Anthony's firm compares
- Andina Advisors's average account is about $296,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Anthony
Is Anthony Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Andina Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Andina Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anthony Allen based?
Anthony Allen is based in Providence, Utah.
What does Anthony specialize in?
Anthony's specialties include estate & legacy planning and family wealth transfer. Anthony works with multi-generational families.
Is Anthony Allen registered with the SEC?
Yes. Anthony Allen is registered as an investment adviser representative in UT (CRD 6718486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Andina Advisors manage?
Andina Advisors reports $1.26B across 4,262 accounts in assets under management.
How do I contact Anthony Allen?
Through Anthony's website, andinaadvisors.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
- Andina Advisors 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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