Kathryn Allen
Clearpoint Wealth Management · Colleyville, Texas
Kathryn Allen is a fee-only financial advisor at Clearpoint Wealth Management in Colleyville, Texas, who holds the CFP credential. Clearpoint Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clearpoint Wealth Management |
|---|---|
| Based in | Colleyville, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $68.0M across 136 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5934449 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Kathryn's firm compares
- Clearpoint Wealth Management's average account is about $500,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Kathryn
Is Kathryn Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn holds no broker registration, and Clearpoint Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathryn charge for financial advice?
Kathryn's firm, Clearpoint Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathryn Allen based?
Kathryn Allen is based in Colleyville, Texas.
What credentials does Kathryn Allen hold?
Kathryn Allen holds the CFP credential.
Is Kathryn Allen registered with the SEC?
Yes. Kathryn Allen is registered as an investment adviser representative in TX (CRD 5934449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clearpoint Wealth Management manage?
Clearpoint Wealth Management reports $68.0M across 136 accounts in assets under management.
How do I contact Kathryn Allen?
Contact details aren't on file yet. Search for Clearpoint Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Colleyville
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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