Allen Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,223,235,037
Total clients
2,054
16% high-net worth
Total advisors
20
of 39 employees
Firm size
Multi Team
Average clients per advisor
103
Average account size
$595,538
Client services
Fee options
Flat Fee - Outside Account Advice: $150 per account (negotiable); Estate Planning Services: Trust-Based Estate Plan $1,250; Will-Based Estate Plan $1,000; Estate Plan Amendments $125; Business Assignments $100; Tax Preparation Services: starting at $400 per return
Up to 1.75% annually for Investment Management Program (varies by factors including account size and complexity)
Insurance commissions from sales of fixed insurance products; may be shared with IARs
Up to $500 per hour for Financial Planning Services
Account minimum: $175,000 Minimum fee: $500 minimum for Retirement Plan Advisory and Review Program; $100 minimum for Financial Planning Services (negotiable) Fee-only: Financial Planning Fees: hourly rate up to $500/hr, fixed fees up to $20,000, or percentage of assets under advisement up to 1.75%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Allen Capital Group, LLC
3540 Prairieview Street, Suite 200
Grand Island NE 68803, United States
Number of offices
6
Quick links
Advisors at this firm
Chad S
Series 65
Grand Island, NE
Allen Capital Group, LLC
Trevor S
Series 65
Grand Island, NE
Allen Capital Group, LLC
Brian H
CFP®, Series 63
Omaha, NE
Allen Capital Group, LLC
Philip M
CFP®, Series 66
Grand Island, NE
Allen Capital Group, LLC
Bradley F
CFP®, Series 65
Grand Island, NE
Allen Capital Group, LLC
Randal K
Series 63, Series 65
Grand Island, NE
Allen Capital Group, LLC
Carter M
Series 65
Grand Island, NE
Allen Capital Group, LLC
Daniel C
Series 63, Series 65
Omaha, NE
Allen Capital Group, LLC
Michael T
Series 65
Ogallala, NE
Allen Capital Group, LLC
Pamela K
Series 65
Grand Island, NE
Allen Capital Group, LLC
Eric A
CFP®, ChFC®, Series 63, Series 65
Grand Island, NE
Allen Capital Group, LLC
Benjamin H
CFP®, Series 66
Grand Island, NE
Allen Capital Group, LLC
Blake K
Series 65
Grand Island, NE
Allen Capital Group, LLC
Allison H
CFP®, Series 66
Grand Island, NE
Allen Capital Group, LLC
Daniel M
CFP®, Series 63, Series 65
Grand Island, NE
Allen Capital Group, LLC
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