Firm
Allied Portfolio Management
Tucson, Arizona
Fee-only
Allied Portfolio Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 121 individual clients, 38 of them high net worth.
- Its average account is about $735,000 (assets it manages divided by its 327 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Tucson, Arizona |
|---|---|
| Website | alliedportfolio.com |
| Phone | (520) 296-1035 |
Allied Portfolio Management fees
Allied Portfolio Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $240 million |
| Individual clients | 83 |
| High-net-worth clients | 38 |
| Accounts managed | 327 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-61656) |
| Financial planning | Offered |
| Form ADV filed | April 10, 2026 |
| SEC record | CRD 113809 |