Richard Allison
Marian Financial Services · St. Johns, Florida
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.
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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 | $13.9M across 73 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 1813496 |
| Exams passed | Series 63 (1988) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.marianfs.com |
How Richard's firm compares
- Marian Financial Services's average account is about $190,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Richard
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.
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.
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