# Ryan Allen

> Ryan Allen is a fee-only financial advisor at Financial Advisory Corporation in Grand Rapids, Michigan, who holds the CFA, CFP and CKA credentials. Ryan focuses on retirement planning and family wealth transfer. Financial Advisory Corporation reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-allen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Advisory Corporation
- **Based in:** Grand Rapids, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.10B across 1,162 accounts
- **Credentials:** CFA, CFP, CKA, ChFC
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5567797 (https://adviserinfo.sec.gov/individual/summary/5567797)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (2013)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://facwealth.com

## Frequently asked questions

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

Yes. Ryan Allen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.

### How does Ryan charge for financial advice?

Ryan's firm, Financial Advisory Corporation, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Ryan charge?

According to Financial Advisory Corporation's website, checked October 28, 2026: a $2,000,000 asset minimum.

### Where is Ryan Allen based?

Ryan Allen is based in Grand Rapids, Michigan.

### What does Ryan specialize in?

Ryan's specialties include retirement planning and family wealth transfer. Ryan works with retirees and pre-retirees.

### What credentials does Ryan Allen hold?

Ryan Allen holds the CFA, CFP, CKA and ChFC credentials.

### Is Ryan Allen registered with the SEC?

Yes. Ryan Allen is registered as an investment adviser representative in MI and TX (CRD 5567797), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Advisory Corporation manage?

Financial Advisory Corporation reports $1.10B across 1,162 accounts in assets under management.

### How do I contact Ryan Allen?

Through Ryan's website, facwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1211): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://facwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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