Mark Allen
Bull Street Advisors · Savannah, Georgia
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.
Request an introduction to Mark →
Facts
| Firm | Bull Street Advisors |
|---|---|
| Based in | Savannah, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $271.9M across 197 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, GA, PA, TX · CRD 2410852 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bullstreetadvisors.com |
How Mark's firm compares
- Bull Street Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 197 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.