Chase Allen Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chase Allen Wealth provides fee-only financial planning to individuals and high-net-worth individuals through project-based engagements, hourly work, and a one-time Financial Clarity Check-Up. The firm also offers ongoing financial coaching focused on cash flow, budgeting, and behavioral money work, and advises on retirement, estate, tax-aware planning, insurance, and employee benefits.
The firm does not provide discretionary portfolio management or custody of client assets; when investment recommendations are made as part of planning, they are grounded in Modern Portfolio Theory and typically emphasize passive, asset-allocation approaches. Rather than charging percentage-of-assets-under-management, the firm uses fixed-fee and hourly arrangements and additionally offers educational seminars and speaking engagements for groups, an offering that is uncommon among independent advisers.
Noteworthy distinctions include a separate coaching practice and explicit planning services for complex situations — equity compensation, K‑1 income, significant student loans, rental property, and small‑business planning — that the firm highlights as drivers of project complexity. The firm discloses no broker-dealer affiliations, does not accept third‑party sales compensation, and does not take custody or vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for project-based financial planning range between $3,000 and $7,500; Financial Clarity Check-Up fee fixed at $450; seminar fees from $0 to $500 per event.
$350 per hour for hourly planning services, billed per quarter hour with a three-hour minimum.
Fee-only: Fixed project-based financial planning fees range from $3,000 to $7,500; hourly planning services at $350 per hour with a three-hour minimum; Financial Clarity Check-Up fee of $450; educational seminars range $0 to $500 per event.
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Chase Allen Wealth · Laura Chase Allen LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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