Allen Harris Sr.
Advisor at Wealth Ready
Updated today
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.
About
Allen Harris is a financial advisor with Wealth Ready, holding a Series 66 license and nine years of industry experience. His prior work includes roles at Health Equity, Bank of America, Merrill Lynch, and Arvest Wealth Management. He serves as president of the board of directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified asset allocation approach tailored to client risk profiles and incorporates a range of strategies under discretionary authority.
Client services
Based on Wealth Ready
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on Wealth Ready
Life insurance needs analysis
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Fee options
$0 - $100,000: 1.00% $100,001 - $250,000: 0.90% $250,001 - $500,000: 0.85% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.65% $5,000,001+: Negotiable
Location
Benton, AR
Most active in
Allen H has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Work history
Health Equity
2022 - Present (4 years)
Wealth Ready, LLC
2022 - Present (4 years)
Bank of AMerica, N.A.
2021 - 2022 (1 year)
Merrill
2021 - 2022 (1 year)
Arvest Wealth Management
2016 - 2021 (5 years)
Arvest Bank
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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