Catherine Allen-Carlozo
HFM Investment Advisors · Glassboro, New Jersey
Catherine Allen-Carlozo is a fee-only financial advisor at HFM Investment Advisors in Glassboro, New Jersey, who holds the CFP credential. Catherine focuses on founders (pre-exit), small business owners and retirement planning. HFM Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Catherine →
Specialties
Who they serve
- Founders
Facts
| Firm | HFM Investment Advisors |
|---|---|
| Based in | Glassboro, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $404.1M across 1,286 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 1518104 |
| Exams passed | Series 63 (1994) · Series 65 (1995) · Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hfmignite.com |
| Profile |
Request an introduction to Catherine
Tell Catherine a little about what you're looking for. Catherine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Catherine
Is Catherine Allen-Carlozo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and HFM Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, HFM Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Catherine Allen-Carlozo based?
Catherine Allen-Carlozo is based in Glassboro, New Jersey.
What does Catherine specialize in?
Catherine's specialties include founders (pre-exit), small business owners and retirement planning. Catherine works with founders.
What credentials does Catherine Allen-Carlozo hold?
Catherine Allen-Carlozo holds the CFP credential.
Is Catherine Allen-Carlozo registered with the SEC?
Yes. Catherine Allen-Carlozo is registered as an investment adviser representative in NJ (CRD 1518104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does HFM Investment Advisors manage?
HFM Investment Advisors reports $404.1M across 1,286 accounts in assets under management.
How do I contact Catherine Allen-Carlozo?
Through Catherine's website, www.hfmignite.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
- HFM Investment 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.
See something wrong? Request a correction. Read our methodology.