# Richard Allison

> Richard Allison is a fee-only financial advisor at Marian Financial Services in St. Johns, Florida, who holds the CFP credential. Marian Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Marian Financial Services
- **Based in:** St. Johns, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $13.9M across 73 accounts
- **Credentials:** CFP
- **CRD:** 1813496 (https://adviserinfo.sec.gov/individual/summary/1813496)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 63 (1988), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.marianfs.com

## Frequently asked questions

### Is Richard Allison a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Marian Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard's firm, Marian Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Richard Allison based?

Richard Allison is based in St. Johns, Florida.

### What credentials does Richard Allison hold?

Richard Allison holds the CFP credential.

### Is Richard Allison registered with the SEC?

Yes. Richard Allison is registered as an investment adviser representative in CA, LA and TX (CRD 1813496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marian Financial Services manage?

Marian Financial Services reports $13.9M across 73 accounts in assets under management.

### How do I contact Richard Allison?

Through Richard's website, www.marianfs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1813496): 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.