Bruce G. Allen Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$550/hr

“Upon termination, fees will be prorated to the date of termination, and any unearned portion of the fee will be refunded to you based on an hourly rate of $550.00.”

Flat or project fee

$1,000⁠-⁠$15,000

“Fixed fees for financial plans range from $1,000 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bruce G. Allen Investments, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis and billed quarterly in advance.”
• “The initial fee will be based upon the portfolio's market value on the last business day of the partial quarter, prorated for the number of days in the quarter that your account is under management.”
• “At our discretion, you may pay the advisory fees by check.”

How Bruce G. Allen Investments, LLC’s fees compare

• Its hourly rate of $550 is above the Colorado median of $300. 97% of the 231 other Colorado planners that publish an hourly rate charge less.
• 41 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Colorado median of $5,250. 72% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 23 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Bruce G. Allen Investments, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

131

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$258,147,622

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

287859

Website

linkedin.com/in/bruce-allen-b6986714 (opens in new tab)

Phone

(303) 592-5535

Can advise clients in 5 states: Arizona, California, Colorado, Nebraska, Texas

Other planners in Denver that publish fees

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• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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