Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Allworth Financial is registered with the SEC as an investment adviser (CRD #111167, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $9,250 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Allworth Financial at a glance
| Fact | What Allworth Financial’s own pages say |
|---|---|
| Legal entity | Allworth Financial, L.P. |
| Registration | Allworth Financial, L.P. is registered with the SEC as an investment adviser (CRD #111167, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $9,250 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Allworth Financial |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Allworth Financial’s own fee schedule charges
Allworth’s brochure states it “only offers the Program to prospective clients and currently do not offer a non-wrap fee alternative, except for certain retirement plan clients,” so its Wrap Fee Program Brochure schedule is the operative one cited here.
“Management fees for client account(s) in the Program are subject to a $2,500 annual minimum fee and the maximum fee charged in the Program is 1.85%. Allworth will provide the exact percentage-based fee to each client based on both the nature and total dollar asset value of the client’s account(s). The annual management fee charged for the Program can be negotiated with each client.”
Allworth’s Wrap Fee Program Brochure states the maximum fee charged in the Program is 1.85%, subject to a $2,500 annual minimum fee; each balance is priced at 1.85% of assets, subject to that $2,500 floor: $4,625 / $9,250 / $18,500 / $37,000 (all above the $2,500 floor at every balance shown).
| Account balance | Annual fee |
|---|---|
| $250,000 | $4,625 |
| $500,000 | $9,250 |
| $1,000,000 | $18,500 |
| $2,000,000 | $37,000 |
See the full breakdown, including how the figure is calculated, on Allworth Financial’s own fee page.
Registration
Allworth Financial, L.P. is registered with the SEC as an investment adviser (CRD #111167, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Allworth Financial.
What it costs to leave
Allworth Financial, L.P.’s Form ADV Part 2A lets clients terminate at any time without penalty, with a pro-rated refund. Allworth’s own brochure names Fidelity and Schwab among its custodians; Schwab’s standard outgoing-transfer fee is $50, and Fidelity does not publish a comparable line item (an honest gap).
Full mechanics and sources: how to leave Allworth Financial.
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- Allworth Financial, L.P. Form ADV Part 2A: Appendix 1, Wrap Fee Program Brochure (July 29, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053279
- SEC IAPD firm summary (CRD #111167, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/111167
Methodology. This page was built September 28, 2026, drawing directly on Allworth Financial’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Allworth Financial; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Allworth Financial’s own Form ADV Part 2A and Form CRS. We have not used Allworth Financial as a client. Allworth Financial did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Allworth Financial’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Allworth Financial against other options? See Allworth Financial alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.