Allworth Financial

Wealth Management Firm in Kennesaw, GA


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)

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Allworth Financial, L.p. Overview

Allworth Financial, L.P. is a fee-based Registered Investment Advisory firm that provides investment advice only. Founded in 2007, the firm is headquartered in Folsom, California. Allworth Financial offers a variety of services designed to help individuals and small businesses manage their portfolios. These services include financial planning, portfolio management, and pension consulting services. In addition, the firm offers selection of other advisors, publication of periodicals or newsletters, as well as educational seminars and workshops. As a fee-based financial advisory firm, Allworth Financial is committed to providing its clients with objective and unbiased advice. The firm takes pride in its ability to help its clients achieve their financial goals through a variety of services that are customized to meet their unique needs. Whether a client is an individual, small business, or institutional entity, Allworth Financial has the expertise to provide exceptional portfolio management services. The professionals at Allworth Financial are experienced and highly skilled in all aspects of financial planning and wealth management. They provide personalized service to their clients, helping them navigate the complex financial landscape and make informed decisions about their investments. Allworth Financial is committed to providing its clients with the education and insights they need to make smart investment decisions. They offer educational seminars and workshops as well as publication of periodicals or newsletters to help their clients stay informed about the financial markets and trends.

ALLWORTH FINANCIAL, L.P. serves a diverse range of clients from individuals to high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm has developed a reputation for providing exceptional financial planning and investment management services. When it comes to fee structures, ALLWORTH FINANCIAL, L.P. offers its clients various options. Depending on the service provided, clients can choose to pay a percentage of their assets under management (AUM), an hourly rate, or fixed fees. The decision on which fee structure to choose is entirely dependent on the client's needs and preferences. Clients who opt for a percentage of AUM fee structure pay a percentage of their portfolio's value, while clients who choose the hourly option are charged an hourly rate for the services rendered. All in all, ALLWORTH FINANCIAL, L.P. sets a high standard for providing tailored financial planning and investment management services to its clients at affordable fees.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of ALLWORTH FINANCIAL, L.P., the investment minimum for client accounts is not explicitly mentioned. However, the brochure does note that management fees are subject to a $2,500 annual minimum. This suggests that clients are required to invest at least that amount in order to be eligible for investment management services from the firm. It is possible that there are additional investment minimums or requirements that are not explicitly outlined in the brochure, so prospective clients should contact the firm directly for more information.

How This Office Can Help Kennesaw, GA Residents

Allworth Financial is a financial advisor firm that provides tailored financial solutions to individuals and businesses in Kennesaw, GA. The firm understands the unique financial challenges that residents of Kennesaw may face, such as high cost of living and indebtedness, and works closely with each client to help them achieve their long-term financial goals. Allworth Financial offers a wide range of comprehensive financial planning services, including retirement planning, wealth management, investment portfolio review, insurance planning, tax planning, and estate planning. These services are designed to help clients create a solid financial future and ensure they have the resources needed to achieve their goals. The firm's experienced team of financial advisors uses a personalized and holistic approach to financial planning, taking into consideration each client's individual circumstances to develop a customized strategy. Overall, Allworth Financial strives to provide clients in Kennesaw with the tools and guidance they need to manage their finances effectively and achieve financial security.

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 2950 Cherokee St NW #700, Kennesaw, GA 30144, USA
Phone (404) 348-0492
Directions
Google My Business Reviews:

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.