# Stephen Allen

> Stephen Allen is a fee-only financial advisor at Blackburn Financial in Cashmere, Washington. Stephen focuses on retirement planning, estate & legacy planning and tax planning. Blackburn Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-allen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blackburn Financial
- **Based in:** Cashmere, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $70M across 595 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4535419 (https://adviserinfo.sec.gov/individual/summary/4535419)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2007), Series 65 (2001)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.blackburnfinancial.net

## Frequently asked questions

### Is Stephen Allen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Blackburn Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Blackburn Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Allen based?

Stephen Allen is based in Cashmere, Washington.

### What does Stephen specialize in?

Stephen's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Stephen Allen registered with the SEC?

Yes. Stephen Allen is registered as an investment adviser representative in WA (CRD 4535419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blackburn Financial manage?

Blackburn Financial reports $70M across 595 accounts in assets under management.

### How do I contact Stephen Allen?

Through Stephen's website, www.blackburnfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4535419): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://blackburnfinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.