A complete list of active advisors currently associated with Chase Allen Wealth

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

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.

To learn more about the advisors currently working at Chase Allen Wealth, 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
Laura Allen	Chicago, IL	0

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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.

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