Advisor at TCP Asset Management, LLC
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Firm
TCP Asset Management, LLC
Location
Upper Arlington, OH 43220
Credentials
CFP®, Series 66
Industry experience
19 years
Joshua Allen is a CFP® with 19 years of experience in the financial services industry. He is currently a partner and CEO at TCP Asset Management, LLC, where he has worked since 2017. His prior experience includes roles at Riley Benefits & Investment Group and East Harbour Capital. Outside of his advisory work, Allen owns Wanderlust Adventures & Events, LLC, a business involved in real estate sales and property management. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management and financial planning services, utilizing both fundamental and technical analysis with a long-term trading approach.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
5000 Horizons Drive
Upper Arlington, OH 43220
Ohio · Texas
Wanderlust Adventures & Events, LLC
2025 - Present (1 year)
Reign Real Estate Group LLC
2025 - Present (1 year)
Riley Benefits & Investment Group
2017 - 2019 (2 years)
East Harbour Capital
2017 - 2019 (2 years)
TCP Asset Management LLC
2017 - Present (9 years)
TCP Asset Management, LLC
2017 - Present (9 years)
United Planners
2016 - Present (10 years)
Trendency Capital Partners
2015 - 2019 (4 years)
Trendency Capital Management, LLC
2014 - 2017 (3 years)
Securities America Inc
2014 - 2016 (2 years)
Joshua Allen
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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