C Til E 401(k)OpONCIERGE

The 401( k) Concierge LLC

11919 Jones Maltsberger Road

San Antonio, Texas 78216

210) 404-2855

Brochure Supplement- Allison Kaylor

June, 2012

This brochure supplement provides information about Allison Kaylor that supplements The 401( k)

Concierge LLC brochure. You should have received a copy of that brochure. Please contact her at( 210)

404-2855 if you did not receive The 401( k) Concierge LLC' s brochure or if you have any questions aboutthe contents of this supplement.

Additional information about Allison Kaylor is available on the SEC' s website at

www.adviserinfo. sec.gov.

The 401( k) Concierge LLC ADV Part 2B Supplement June, 2012 Page 1 of 3

Educational Background and Business Experience

Allison Kaylor (Allison) is a financial services professional with over twelve years of experience. Her past

experience includes working with some of the country' s largest brokerage firms as a RegisteredRepresentative and she also has experience in retirement services. Allison was born in 1967.

Education

BA in Anthropology and AccountingGarden City, NJ

Business HistoryJune 2012— Present Owner and Adviser, 401( k) Concierge

June 2013— Present Representative, WFG Investments

October 2010—June 2013 Representative, NFP Securities, Inc.

November 2009— October 2010 Representative, NRP Financial, Inc.

October 2008— November 2009 Representative, LPL Financial

June 2004— October 2008 Representative, ING Financial Advisers, LLC

June 2000— May 2004 Representative, Hartford Life

June 2000— May 2004 Representative, Hartford Equity Sales Company, Inc.

Disciplinary Information

Allison has no disciplinary history that must be disclosed.

Other Business Activities

Allison is licensed to sell life insurance products; she spends approximately 5% of her time in this role.

Allison is also separately licensed as a Registered Representative of WFG Investments ( WFG) a SEC

registered Investment Adviser and FINRA member broker dealer. Allison may effect securitiestransactions and sell related investment products for clients, for which she receives separate, yet

customary compensation.

While Allison endeavors at all times to put the interests of the clients first as part of her fiduciary duty,clients should be aware that the receipt of additional compensation for outside, related activities itself

The 401( k) Concierge LLC ADV Part 2B Supplement June 2012 Page 2 of 3

2011 Red Oak Compliance Solutions LLC

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creates an inherent conflict of interest, which may unknowingly affect the judgment of these individuals

when making recommendations. Any compensation received from commissions, however, is used to

offset any advisory fee charged to the client.

Allison is a Founding Lecturer for TRAU ( The Retirement Advisers University) focused on consulting andcompliance for qualified plans for UCLA.

Additional Compensation

There is no additional compensation awarded Allison Kaylor for providing advisory services, such as sales

awards or prizes. She may receive additional compensation for sales of insurance products.

Supervision

In the course of her supervisory duties as Chief Compliance Officer, Allison Kaylor will periodically review

advisory accounts, correspondence, and advisory activities as well as supervise other advisors and/ or

employees. Please contact her at ( 210) 404- 2855with questions regarding supervision.

Philosophy and Specialty

Allison has been in the qualified retirement plan industry for over 20 years. For 5 1/2 years she served as

a third party administrator, for 2 years she was a compliance consultant for and helped to build out the401( k) business in Austin. Allison is pleased to be recognized as one of PLANADVISER' s Top 100

Retirement Plan Advisors for three consecutive years. The finalists were selected out of more than 550

nominations, representing over 100 advisors or advisor teams. This prestigious award is designed toacknowledge " advisors who are truly making a difference in helping build a secure retirement forothers."

Allison specializes in developing and coordinating retirement plan solutions for pension and profit

sharing plans as well as other business entities. Each aspect of the analysis and development of a

retirement plan is tailored to the unique needs of her clients.

Allison believes that every client deserves excellence when it comes to their 401(k) and retirement plansolutions. She is committed to placing and supporting the interests of her clients before any other.

Allison is also committed to a high standard of professional integrity and maintaining confidentiality. By

listening carefully to understand a firm' s unique situation, she seeks to understand the objectives andoffer the appropriate counsel.

The 401( k) Concierge LLC ADV Part 2B Supplement June 2012 Page 3 of 3

0 2011 Red Oak Compliance Solutions LLC