Advisor at Marian Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marian Financial Services, Inc.
Location
St. Johns, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Richard Allison is a CFP® with 24 years of experience in financial advisory services. He is the principal and owner of Marian Financial Services, Inc., an independent firm he has been with since 2008. In addition to his advisory work, Allison is involved in real estate brokerage through INI Referral Realty, Inc., and assists clients with legal document creation via a network of attorneys at Estate Guru. Marian Financial Services provides discretionary portfolio management and financial planning to individuals, trusts, estates, owner-managed businesses, and retirement plans. The firm employs ETF and stock model portfolios within a global tactical asset-allocation framework and offers a distinctive outsourced platform to oversee held-away retirement participant accounts.
Based on Marian Financial Services, Inc.
Based on Marian Financial Services, Inc.
$1,200 to $2,400 per year for CD and money market portfolio; $250 to $500 for estate planning services facilitation
$1 - $500,000: 1.25% annually $500,001 - $1,000,000: 0.75% annually $1,000,001+: 0.50% annually
$250 per hour
Account minimum: $25,000
St. Johns, FL
California · Florida · Louisiana · Texas
INI Referral Realty, Inc.
2017 - Present (9 years)
Ini Realty Investments, Inc.
2013 - 2017 (4 years)
Marian Financial Services, Inc.
2008 - Present (18 years)
RIA Rules, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
CFP®, Series 63, Series 65
Saint Johns, FL
Create Wealth Financial Planning LLC
CFP®
St. Augustine, FL
Palm Valley Wealth Management LLC
Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management. Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.
Series 63, Series 65
Saint Johns, FL
Riverwood Capital Advisors, LLC
Series 63, Series 65
Jacksonville, FL
JLP Investments
Series 63, Series 65
Saint Johns, FL
Legacy Financial Services Group, Inc.
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