Allred Jackson Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,000,000
Total clients
130
0% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$246,154
About
Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning for individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and pension or profit‑sharing plans. The firm offers discretionary portfolio management, comprehensive and segmented financial planning, and pension consulting services.
AJFP documents client goals and risk tolerance in an investment policy statement and primarily implements strategies through mutual funds and ETFs—raising exposure to equities, fixed income, commodities and precious‑metal ETFs—using methods that include fundamental, technical, quantitative analysis and modern portfolio theory. Services are tailored via consultations, segmented or comprehensive engagements, with ongoing monitoring and the option to refer portions of assets to third‑party managers.
Uncommon among peers, AJFP is a wholly owned subsidiary of the certified public accounting firm Allred Jackson, P.C., and leverages that accounting affiliation (including membership in the BDO Alliance USA) to integrate tax and accounting considerations into planning. The firm also directs clients to other registered advisers and discloses a fee‑sharing arrangement for those referrals (with stated due diligence procedures), and some representatives hold insurance licenses and may receive commissions on insurance products that the firm does not retain.
Client services
Expertise
Fee options
Fixed fees for comprehensive financial planning engagements range from $1,000 to $5,000, average $3,000
1.00% annually
Representatives may receive commissions from insurance products they sell separately, but the firm itself does not participate in commissions.
Ranges from $1,000 to $5,000 for pension consulting and personal financial planning engagements
Main office location
Allred Jackson Financial Planning, LLC
50 East 2500 North, Suite 200
North Logan UT 84341, United States
Number of offices
1
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
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