Fionn Allen
Adaptive Wealth Engineering · Las Vegas, Nevada
Fionn Allen is a fee-only financial advisor at Adaptive Wealth Engineering in Las Vegas, Nevada. Fionn focuses on tax planning, equity compensation and physicians & residents. Adaptive Wealth Engineering reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- High earners
Facts
| Firm | Adaptive Wealth Engineering |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $214.0M across 414 accounts |
| SEC registration | Investment adviser representative in NV · CRD 8240532 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.aweadvisors.com |
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Questions about Fionn
Is Fionn Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fionn holds no broker registration, and Adaptive Wealth Engineering reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fionn charge for financial advice?
Fionn's firm, Adaptive Wealth Engineering, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Fionn Allen based?
Fionn Allen is based in Las Vegas, Nevada.
What does Fionn specialize in?
Fionn's specialties include tax planning, equity compensation and physicians & residents. Fionn works with founders, executives, physicians, retirees and high earners.
Is Fionn Allen registered with the SEC?
Yes. Fionn Allen is registered as an investment adviser representative in NV (CRD 8240532), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adaptive Wealth Engineering manage?
Adaptive Wealth Engineering reports $214.0M across 414 accounts in assets under management.
How do I contact Fionn Allen?
Through Fionn's website, www.aweadvisors.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
- Adaptive Wealth Engineering 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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