# Mark Allen

> Mark Allen is a fee-only financial advisor at Bull Street Advisors in Savannah, Georgia, who holds the CFP credential. Bull Street Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-allen-2410852/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bull Street Advisors
- **Based in:** Savannah, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $271.9M across 197 accounts
- **Credentials:** CFP
- **CRD:** 2410852 (https://adviserinfo.sec.gov/individual/summary/2410852)
- **SEC registration:** Investment adviser representative in AL, GA, PA, TX
- **Exams passed:** Series 63 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.bullstreetadvisors.com

## Frequently asked questions

### Is Mark Allen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Bull Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Bull Street Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mark Allen based?

Mark Allen is based in Savannah, Georgia.

### What credentials does Mark Allen hold?

Mark Allen holds the CFP credential.

### Is Mark Allen registered with the SEC?

Yes. Mark Allen is registered as an investment adviser representative in AL, GA, PA and TX (CRD 2410852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bull Street Advisors manage?

Bull Street Advisors reports $271.9M across 197 accounts in assets under management.

### How do I contact Mark Allen?

Through Mark's website, www.bullstreetadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2410852): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.