linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard H. Allison

Savant Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard H. Allison

Richard H. Allison is a financial advisor with Savant Wealth Management. Richard has been in the industry for over 21 years. Richard has a Series 65 license and is registered with the state of Virginia. Richard is also a Certified Financial Planner. Richard is part owner of a family business, Blue Glass Notions, but is not actively involved in the business. Richard is also a Lieutenant Colonel in the Air Force Reserve, serving as a liaison between the FAA and DoD. Richard has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and other investment advisors.

Firm Information

Richard Allison is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Allison’s Registration & Firm History

VA

11/03/2022 - Present

Savant Wealth Management (Manassas VA)

Not sure if Richard H. Allison is right for you?

Licenses & Designations

IA

Issued 11/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard H. Allison.
Not sure if Richard H. Allison is right for you?