Allison M Kade
Investment adviser representative at Wealthfd
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$87.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Wealthfd, LLCMay 2025 to now
- Contented Content LLCJun 2018 to now
- Fabric Technologies, LLCJun 2018 to Sep 2021
- Morgan StanleyJan 2017 to May 2018
- Self EmployedOct 2010 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wealthfd
Legal name: Wealthfd LLC
$87.8MAssets managed
450Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6735627
- Firm CRD
- 299248