Brad Allen
CFP®
trueNorth Wealth Advisors
https://www.truenorthwa.com/about-us
Brad Allen
CFP®
trueNorth Wealth Advisors
https://www.truenorthwa.com/about-us
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brad Allen, CFP®
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Brad Allen is a Seattle, WA fee-only financial planner. trueNorth Wealth Advisors provides comprehensive and objective financial planning and investment management to help individuals in the wealth accumulations stage, near-retirees and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brad Allen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brad Allen has been doing comprehensive financial planning for clients as a CFP® planner for over 20 years. He joined trueNorth at the start of 2022. Brad brings unique expertise in life insurance and annuity analysis, estate planning, and retirement distribution planning as well as portfolio management. Brad works with clients at all stages of life with a focus on providing practical financial plans anchored by each individual’s personal and financial priorities.
Brad Allen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Welcome to trueNorth. Our goal is to be your financial partner, and to help you align your financial decisions and resources with your values and the life goals that are most important to you – your personal trueNorth.
We’re a good fit for people who are serious about developing a comprehensive financial plan, and who desire professional management of their investment portfolio.
Fee-Only
We are a fee-only firm -- that’s fundamental. We don’t think it makes sense for someone to trust their financial decisions with an advisor who is subject to the conflicts of interest that commissions or referral fees can generate.
Financial Planning
We have developed a financial planning process that is collaborative, detailed, and systematic. People commonly come to us feeling tremendous uncertainty about their financial future; by the time they’ve worked with us through the financial planning process, they have a better understanding of exactly what needs to be done and more importantly, understand why.
Investment Management
As investment advisors, we take on the management of our clients’ nest eggs. Our portfolio management process is as disciplined as our planning process, and provides the same benefits: peace of mind, clarity in the face of uncertainty, and a strategy designed to get each client where they, in particular, want to go.
Certified Financial Planner™Professionals
As a team of Certified Financial Planner™ professionals, we’re strongly positioned to extend the benefits of a team approach as well as the independence and objectivity of an advisor-owned firm.
We are located in the heart of downtown Seattle and work primarily with clients in Washington State.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brad Allen is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brad Allen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brad Allen is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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trueNorth Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Brad Allen is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Brad Allen
Office Locations:
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1200 5th Ave
Suite 1810
Seattle, WA 98101 -
271 Madison Ave. S
Suite 201
Bainbridge Island, WA 98110
