Stephen Allen
Blackburn Financial · Cashmere, Washington
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.
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Specialties
Facts
| Firm | Blackburn Financial |
|---|---|
| Based in | Cashmere, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70M across 595 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4535419 |
| Exams passed | Series 63 (2007) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.blackburnfinancial.net |
How Stephen's firm compares
- Blackburn Financial's average account is about $118,000, from its Form ADV (assets managed divided by 595 accounts).
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Questions about Stephen
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.
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
- Blackburn Financial 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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