Be advised. This firm is no longer registered.

C. Allen Weller, Cpa, Cfp(r)

C. Allen Weller, Cpa, Cfp(r) (CRD# 121576) is a financial advisory firm headquartered in Hagerstown, MD. They manage $12,271,523 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6 W. Washington Street, Suite 309, Hagerstown, MD 21740
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $371,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at C. Allen Weller, Cpa, Cfp(r)
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals