A complete list of active advisors currently associated with Allen Financial Partners

Warmer can help you find a great advisor at Allen Financial Partners or one who fits your needs even better.

Allen Financial Partners is an SEC‑registered investment adviser that serves individuals, high‑net‑worth families, retirement plans, charitable foundations, and pension plans, offering discretionary investment management, financial planning, consulting, and retirement‑plan fiduciary and non‑fiduciary services. The firm also provides pension consulting and legacy position management and periodically offers impersonal educational seminars and workshops. The firm implements separately managed accounts and may use model portfolios from unaffiliated third‑party money managers while maintaining discretionary authority for trade execution, rebalancing, and portfolio construction, using strategic and tactical asset allocation alongside long‑term and value‑oriented approaches across equities, fixed income, mutual funds and ETFs. It provides financial planning and consulting on an hourly basis and uses platforms such as MoneyGuide Pro for consolidated reporting and Advyzon for account reconciliation and performance reporting. Notable features that distinguish the firm from many peers include explicit pension consulting and its willingness to accept ERISA fiduciary roles (including appointment as an ERISA 3(38) investment manager when engaged), the formal practice of selecting and implementing other advisers’ models, and offering hourly financial planning and consulting—characteristics that are relatively uncommon among firms in this category. The brochure also discloses the firm does not act as a private‑fund adviser, emphasizes legacy holdings management, and notes it is newly formed with no regulatory assets under management at the time of disclosure.

To learn more about the advisors currently working at Allen Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Allen	Prescott, AZ	7
Caradoc Crandall	Prescott, AZ	3
Cassander Crandall	Prescott, AZ	3

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