Travis Allen
Fiduciary Financial Planning & Investment Management.
Custom Wealth Planners · Ankeny, Iowa
Is this you, Travis?
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About
Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
- HENRY (high earner, not rich yet)
Services
- Cash Flow Planning
- Estate Planning
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Asset Allocation
- Charitable Giving
- College/Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Stock Option Planning
- Tax Strategy
- 401(k) & IRA Management
Structured record
| Name | Travis Allen |
|---|---|
| Firm | Custom Wealth Planners |
| Location | Ankeny, Iowa |
| Fee model | Percentage of Assets (AUM) · One-Time Financial Planning Fee |
| AUM | $25M - $100M |
| Founded | 2023 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFA · CFP · RICP |
| Designations | CFA (Chartered Financial Analyst) · CFP (Certified Financial Planner) · Series 65 · Series 7 |
| Investment approach | Passive management |
| Website | https://customwealthplanners.com |
| https://www.linkedin.com/company/custom-wealth-planners/?viewAsMember=true |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Pension planning