Pivotal People

Ep. 30: Allan Roth: Unique Approach to Financial Advising

October 12, 2022 Season 1 Episode 30
Pivotal People
Ep. 30: Allan Roth: Unique Approach to Financial Advising
Show Notes

Allan Roth is a brilliant, kind, entertaining and generous investment advisor.  He has a long waiting list of clients that range from millionaires to billionaires. His goal isn't to become rich--it is to help other people invest their money wisely.  Honesty is his super power. I discovered him a decade ago when the Wall Street Journal featured him because Allan has a very unusual approach to working with clients--charging by the hour.  No smoke and mirrors--no steep commissions or wealth management fees.  He doesn't sell any financial products.  He simply helps his clients structure the most sensible investment portfolios for their risk preference and lifestyles using low cost investment vehicles.   By not charging commissions or accepting commissions for financial products, he can be completely objective. 

Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich. He is also the author of "How A Second Grader Beats Wall Street"  (Wiley & Sons in 2009 and 2011) and writes for various financial publications.   He has been quoted in such publications as The Wall Street Journal, Money Magazine, The New York Times and Dow Jones MarketWatch, and appeared on numerous TV and radio shows.

Despite the many credentials (CFP, CPA, MBA) he has earned, Allan claims he can still keep investing simple. His professional goal is to never be confused with Jim Cramer.

Allan is the founder of Wealth Logic, LLC. An hourly based financial planning and investment advisory firm. He has been working in the investment world with 25 years of corporate finance. Allan has served as corporate finance officer of two multi-billion dollar companies, and consulted with many others while at McKinsey & Company.    Allan has taught behavioral finance at the University of Denver and has been an adjunct faculty member at Colorado College and the University of Colorado at Colorado Springs. He currently teaches investing and behavioral finance for continuing education credits to CFPs, CPAs, and attorneys.

Find more of Allan's advice at his website "Dare to Be Dull" https://daretobedull.com/
Be sure to subscribe to his newsletter to get current financial advice

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