Allstreet Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,145,340
Total clients
128
35% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$508,948
About
AllStreet Wealth provides financial planning and investment management to individuals, high net worth clients, and business owners, offering both ongoing comprehensive planning and discrete project-based or hourly planning engagements. Services explicitly address owner-specific needs such as equity compensation analysis, business planning, exit planning, and employee benefits optimization in addition to retirement, tax-aware planning, and estate considerations.
The firm generally favors long-term, buy-and-hold passive portfolios built using Modern Portfolio Theory and a mix of fundamental, technical, charting, and cyclical analyses, and it typically manages client accounts on a discretionary basis integrated with ongoing planning. Financial planning recommendations are provided non-discretionarily for standalone projects, and the adviser discloses it does not recommend certain instruments such as commercial paper, options, or derivatives.
Compared with many supported peers, AllStreet Wealth discloses the use of client testimonials in its advertising, an uncommon practice among similar firms. The principals also operate related outside businesses — including an affiliated educational content company that sells courses and templates to clients and a digital services business that consumes a substantial portion of one principal’s time — and the firm’s planning tiers are structured to integrate investment management differently across employee and business-owner clients, with some plans including investment services at no additional charge within set parameters.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning: AllProject $12,000-$25,000; One Meeting One Plan $3,500-$6,000
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.85% $4,000,000 - $6,000,000: 0.70% $6,000,000 - $10,000,000: 0.60% $10,000,000 - $15,000,000: 0.50% $15,000,000 - $20,000,000: 0.40% $20,000,000+: 0.35%
$750 per hour, negotiable
Fee-only: Ongoing Comprehensive Financial Planning Services with upfront and annual fees; Project-Based Financial Planning fees; Hourly fees. No commissions.
Main office location
Allstreet Wealth
Westfield IN, United States
Number of offices
2
Most active in
California · Florida · Illinois · Indiana · Massachusetts · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Forms ADV
Quick links
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