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John H. Allen, III, CFP®, CIMA

Morgan Stanley Smith Barney

125 West St
Annapolis, MD 21401
Phone: (410) 972-3222
Fax: (410) 267-7236

Toll-free: (800) 638-9165

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Although we have the ability to do transactions for commission most planning clients choose one of several fee based platforms

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.