Advisor at Atlas Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atlas Wealth Management, LLC
Location
Cave Creek, AZ
Credentials
Series 63, Series 65
Industry experience
10 years
Allen Lang is a financial advisor with Atlas Wealth Management, LLC in Cave Creek, AZ, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Atlas Wealth Management since 2015 and has also operated as a self-employed advisor since 2013. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and ERISA retirement-plan advisory services, emphasizing tailored portfolios based on fundamental and technical analysis and providing educational programs for retirement plan participants.
Based on Atlas Wealth Management, LLC
Based on Atlas Wealth Management, LLC
$0+: 0.5% annually (minimum) +: up to 2.0% annually (maximum)
Up to $275/hour for financial planning and consulting
Fee-only: Financial planning hourly fees up to $275/hour
Cave Creek, AZ
Arizona · Pennsylvania
Atlas Wealth Management LLC
2015 - Present (11 years)
Self-employed
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Verified by Warmer
Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
CFP®
Scottsdale, AZ
Life Moves Wealth Management
Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.
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