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Allen Lee Frederick

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $1,000/hr

Farther offers discretionary investment management services through its wrap program. The annual program fee is negotiable, up to 2.00%, depending on the complexity of the account, the amount of client assets, and the independent/separately managed accounts utilized. Farther may also offer services on an hourly basis, up to $1,000 per hour, or on a flat annual fee basis. Clients are charged in advance at the beginning of each calendar month based on the value of the account at the end of the previous quarter.

Areas of Practice
Investment Management
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Advisor Information

Office location

Wichita, KS

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Farther
April 2025 - Present · 9 mos
Previous Registrations
Sequent Planning, LLC
July 2024 - April 2025 · 9 mos
Capital Management Services, INC.
January 2019 - July 2022 · 3 yrs 6 mos
Brokers Financial
March 2017 - October 2018 · 1 yr 7 mos
Wilshire-Pennington Group, INC.
May 2013 - March 2015 · 1 yr 10 mos
Bankers & Investors CO.
August 2009 - May 2011 · 1 yr 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2006 - April 2008 · 1 yr 9 mos
Berthel Fisher & Company Financial Services, INC.
May 2003 - July 2006 · 3 yrs 2 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Allen Lee Frederick - Financial Advisor | AdvisorDiscover