Allstreet Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AllStreet Wealth is an SEC-registered advisory that works with individuals, high-net-worth clients, and business owners to provide comprehensive financial planning and discretionary investment management. The firm offers both ongoing, multi-meeting planning programs and project-based or hourly engagements to address topics such as retirement planning, estate coordination, employee benefits, and equity compensation.
The firm’s investment approach emphasizes long-term, passive, buy-and-hold portfolios centered on asset allocation and Modern Portfolio Theory, with discretionary implementation and periodic (typically quarterly) account reviews. Financial planning and investment management are integrated for certain service tiers, and plans are tailored to client circumstances including business-owner succession and equity-compensation issues.
Noteworthy aspects disclosed in the brochure include the firm’s use of testimonials in advertising, a practice that is uncommon among peers, and the principals’ operation of an affiliated education/content business that sells courses and templates to clients for separate compensation. Several founders also maintain outside consulting and marketing activities, and the firm structures multiple planning tiers that in some cases bundle investment management with planning services.
Client services
Expertise
Occupation focus
Fee options
Upfront fee equal to one month's cost for ongoing services (ranging from $18,000 for AllPlan to $25,000-$50,000 for AllComplex) plus annual ongoing fees; Project-based planning fees as fixed amounts ($3,500 to $25,000+ depending on service).
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.85% $4,000,000 - $6,000,000: 0.70% $6,000,000 - $10,000,000: 0.60% $10,000,000 - $15,000,000: 0.50% $15,000,000 - $20,000,000: 0.40% $20,000,000+: 0.35%
$750 per hour for hourly financial planning engagements.
Fee-only: Project-Based Financial Planning services: $3,500 for employees, $6,000 for business owners (One Meeting One Plan) and $12,000 to $25,000+ for AllProject plan; Hourly financial planning at $750 per hour.
Main office
See officeWestfield IN
Advisors at this office
1
Offices (3)
Most active in
California · Indiana · Massachusetts · Texas
Also doing business as
Allstreet Wealth · Allstreet Wealth LLC · Piertree LLC · Piertree Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Treyton D
Series 65
Panama City Beach, FL
Allstreet Wealth
Treyton De Vore is a financial advisor at AllStreet Wealth with six years of industry experience and holds a Series 65 credential. He has prior experience at Shamrock Trading Corporation and Vivint Smarthome. Outside of his advisory role, he is involved in founding and managing several businesses, including a nonprofit organization, a marketing and design firm, and an educational content company. AllStreet Wealth provides financial planning and discretionary investment management for individuals, high-net-worth clients, and business owners. The firm emphasizes long-term, passive investment strategies based on asset allocation and Modern Portfolio Theory, integrating financial planning with investment management tailored to client needs.
Thomas K
Series 66
Westfield, IN
Allstreet Wealth
Thomas Kopelman is a financial advisor at AllStreet Wealth with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Thrivent Financial and Eli Lilly and Company. Kopelman is co-owner of AllStreet Academy LLC, an educational business that develops courses and templates for individuals and advisers. He also hosts a podcast and leads the advisor council for Wealth.com, an estate planning software company. AllStreet Wealth is an SEC-registered advisory serving individuals, high-net-worth clients, and business owners with comprehensive financial planning and discretionary investment management. The firm emphasizes long-term, passive, buy-and-hold portfolios anchored in asset allocation and Modern Portfolio Theory, offering tailored planning and investment solutions including business-owner succession and equity compensation considerations.
Ryan D
Series 65
Chicago, IL
Allstreet Wealth
Ryan Dolan is a financial advisor with AllStreet Wealth in Chicago, holding a Series 65 designation and two years of industry experience. His prior roles include work at Midwest Small Business Accounting and Tax and various positions in education and distribution services. AllStreet Wealth provides financial planning and discretionary investment management services to individuals, high-net-worth clients, and business owners, utilizing a long-term, passive investment approach focused on asset allocation and Modern Portfolio Theory. The firm offers multiple planning tiers that integrate financial planning with investment management tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)