Advisor at CarsonAllaria Wealth Management, LTD.
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
CarsonAllaria Wealth Management, LTD.
Location
Glen Carbon, IL 62034
Credentials
CFP®, Series 65
Industry experience
13 years
Joseph Allaria is a CFP® professional with 13 years of industry experience. He has worked at CarsonAllaria Wealth Management, Ltd. since 2017 and previously held roles at Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he holds a licensed insurance agent designation. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and consulting services. The firm uses a combination of quantitative models and traditional research, employs tax-sensitive techniques, and integrates third-party platforms such as Betterment to serve a broad range of clients.
Based on CarsonAllaria Wealth Management, LTD.
Based on CarsonAllaria Wealth Management, LTD.
Based on CarsonAllaria Wealth Management, LTD.
Flat fees for financial plans not to exceed $10,000
$0 - $250,000: $2,875 flat fee annually $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $7,000,000: 0.70% $7,000,001 - $10,000,000: 0.60% Over $10,000,000+: Negotiable
Insurance commissions and 12b-1 fees from insurance and brokerage products; commissions offset advisory fees when applicable
Hourly rate of $250 for financial planning if charged separately
Minimum fee: $2,875 annual advisory fee for accounts valued $0–$250,000 Fee-only: Financial planning fees up to $10,000; hourly rate $250/hour; consulting fees negotiated per project
1 Ginger Creek Meadows Dr
Glen Carbon, IL 62034
Illinois · Texas
Carsonallaria Wealth Management, Ltd.
2017 - Present (9 years)
Visionary Wealth Advisors, LLC
2014 - 2017 (3 years)
Mass Mutual LIfe Insurance Company
2014 - 2017 (3 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Series 63, Series 65
Hamel, IL
Abundance Advisors, Inc.
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
PFS™, Series 63, Series 65
Saint Louis, MO
Michael Piper, LLC
Series 65
St. Louis, MO
Long River Investment Management LLC
Series 63, Series 65
Collinsville, IL
Saint Louis Investment Advisors Inc
Series 65
St. Louis, MO
Parke Investment Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")