Allworth Financial

Retirement Planning Firm in Harford County, MD


Firm Size
Assets Under Management: $13.8 billion
# of Advisors: 119
# of Clients: 69,528
Client to Advisor Ratio: 584:1
Average Account Size: $198,225
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Allworth Financial, L.p. Overview

Allworth Financial, L.P. is a registered investment advisory firm based in Folsom, CA. The firm has been providing investment advice since 2007, offering a range of financial planning and portfolio management services to individuals and businesses. As a fee-based firm, Allworth Financial charges clients based on the level of services provided, rather than earning commissions on trades or products sold. One of the firm's key offerings is portfolio management, with services tailored to meet the needs of both individual and small business clients, as well as larger institutional clients. Additionally, Allworth Financial provides pension consulting services, assisting businesses in the selection and management of retirement plans for their employees. In addition to its core services, Allworth Financial also offers educational seminars and workshops to help clients make informed decisions about their investments. The firm also publishes periodic newsletters and other materials, providing valuable insights and information on a range of investment-related topics. Overall, Allworth Financial is committed to providing comprehensive, personalized financial advice to help clients meet their investment goals and build long-term wealth.

ALLWORTH FINANCIAL, L.P. is a financial advisory firm that caters to a wide range of clients with varying financial needs. These clients include individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. The firm offers personalized services and solutions to help clients achieve their financial goals, regardless of their financial status or background. In terms of fee structures, ALLWORTH FINANCIAL, L.P. offers several options depending on the service provided. For clients who require ongoing wealth management services, the firm charges a percentage of assets under management (AUM). This fee is based on the total value of the client’s investments and is typically around 1% of AUM. For clients who require more specialized services or consulting, ALLWORTH FINANCIAL, L.P. offers hourly or fixed fee arrangements. Hourly fees are charged based on the time spent working on a particular project or task, while fixed fees are charged for specific projects or services. The firm is committed to providing transparent and competitive fee structures, so clients can make informed decisions about their finances without any surprises.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in their Part 2 Brochure, ALLWORTH FINANCIAL, L.P. has a minimum annual investment of $2,500 for client accounts. Therefore, clients must have at least $2,500 invested with the firm to be eligible for management services. It is important to note that this is an annual minimum, meaning that clients must maintain a minimum balance of $2,500 in their account for the full year to avoid any additional fees or penalties.

How This Office Can Help Harford County, MD Residents

As a financial advisor with Edward Jones, Bryan M Gross is committed to helping clients in Metairie, LA achieve their financial goals. Whether someone is just starting out in their career, nearing retirement, or somewhere in between, Bryan can offer personalized guidance and support to help them navigate their financial landscape. In Metairie, residents may be facing a wide range of financial situations, from managing debt and saving for education or retirement, to planning for the unexpected or transferring wealth to future generations. Bryan is equipped to help clients address these and other challenges, offering comprehensive financial planning and investment management services tailored to their unique needs and goals. With his expertise, experience, and commitment to his clients' success, Bryan M Gross can help anyone in Metairie achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Allworth Financial, L.p., visit their Part 2 Brochure.

Services Offered by Allworth Financial, L.p.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Allworth Financial, L.p. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2231 Old Emmorton Rd, Bel Air, MD 21015, USA
Phone (410) 515-6310
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 340 PALLADIO PKWY., SUITE 501, FOLSOM, CA 95630, United States

This firm has no other locations.

State Registrations

Allworth Financial, L.p. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Allworth Financial, L.p. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs