Gary Allen
Prudent Investor Advisors · Folsom, California
Gary Allen is a fee-only financial advisor at Prudent Investor Advisors in Folsom, California. Gary focuses on retirement planning, pension planning and small business owners. Prudent Investor Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Prudent Investor Advisors |
|---|---|
| Based in | Folsom, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.30B across 238 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1821674 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | prudentllc.com |
| Profile |
How Gary's firm compares
- Prudent Investor Advisors's average account is about $5.5 million, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Gary
Is Gary Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Prudent Investor Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Prudent Investor Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Allen based?
Gary Allen is based in Folsom, California.
What does Gary specialize in?
Gary's specialties include retirement planning, pension planning and small business owners.
Is Gary Allen registered with the SEC?
Yes. Gary Allen is registered as an investment adviser representative in CA (CRD 1821674), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prudent Investor Advisors manage?
Prudent Investor Advisors reports $1.30B across 238 accounts in assets under management.
How do I contact Gary Allen?
Through Gary's website, prudentllc.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
- Prudent Investor 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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