Paul David Allen
CFP®Professional Summary
Paul David Allen, CFP® was a registered financial advisor. Paul was a previously registered financial professional and started their career in finance 2016 - 2026. Paul had worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Education Funding
Specializations
Biography
When I was on active duty with the US Navy I couldn't find the kind of financial advisor I wanted - so I became one. Then I opened my own firm so I can provide military and veteran families with access to a fee-only, fiduciary CFP® Professional at a price they can afford. No sales, no judgment, no pressure. The SBP Decision Best TSP Strategies VGLI or something else How to avoid a big tax...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
Contact Information
Main Address
240 Mustang Trail Ste 10, Virginia Beach, VA 23452Phone Number
(757) 752-8055# of Employees
19SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,228AUM (Assets Under Management)
$101,914,296Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Paul
- Tax Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Education Funding
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