Richard Allison is a CFP-designated registered investment advisor at Marian Financial Services, INC., based in St. Johns, FL, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. For retirement participant accounts managed via Pontera®, the fee is 1.00% annually.
Fee Estimator
Location
St. Johns, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the President/Owner of Marian Financial Services, Inc., a registered investment advisor, since 2008, dedicating about half his time. He is also the Principal/Owner of RIA Rules, LLC, assisting state registered investment advisors with compliance, and a real estate agent with INI Referral Realty, Inc., and affiliated with Estate Guru, a legal document creation firm, dedicating a few hours per week to each.
Employment History
Current Registrations
Marian Financial Services, INC.
Previous Registrations
First Coast Planning, LLC
First Financial Advisors, LLC
Skadvisors, LLC
Rick Johnson Family Office, LLC
Charles Schwab & CO., INC.
State Registrations4 states
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