Ryan Allen
Financial Advisory Corporation · Grand Rapids, Michigan
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $1.10B across 1,162 accounts |
| Credentials | CFA · CFP · CKA · ChFC |
| SEC registration | Investment adviser representative in MI, TX · CRD 5567797 |
| Exams passed | Series 63 (2013) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | facwealth.com |
How Ryan's firm compares
- Financial Advisory Corporation's average account is about $951,000, from its Form ADV (assets managed divided by 1,162 accounts).
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Questions about Ryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Advisory Corporation website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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