Firm
Allred Jackson
North Logan, Utah
Fee-only
Allred Jackson at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 130 individual clients.
- Its average account is about $188,000 (assets it manages divided by its 170 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | North Logan, Utah |
|---|---|
| Website | allredjacksonfp.com |
| Phone | (435) 752-6441 |
Allred Jackson fees
Allred Jackson 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 | $32 million |
| Individual clients | 130 |
| Accounts managed | 170 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 11, 2024 |
| SEC record | CRD 160139 |