Firm
G. Allen Financial
Santa Fe, New Mexico
Fee-only
G. Allen Financial at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 40 individual clients, 30 of them high net worth.
- Its average account is about $721,000 (assets it manages divided by its 140 accounts).
Facts
| Based in | Santa Fe, New Mexico |
|---|---|
| Website | gallenfinancial.com |
| Phone | (505) 466-3550 |
G. Allen Financial fees
G. Allen Financial 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 | $101 million |
| Individual clients | 10 |
| High-net-worth clients | 30 |
| Accounts managed | 140 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 119180 |