RIA RULES, LLC
SAINT JOHNS, FLORIDA

RIA Rules, LLC, a Florida-based financial service firm established on August 12, 2004, is dedicated to simplifying clients' financial management processes. With its headquarters located at 109 Velvetleaf Drive, Jacksonville, FL, RIA Rules offers comprehensive solutions for accessing and managing bank and credit union accounts—including checking, savings, credit cards, and both personal and mortgage loans—as well as student loans without compromising security by divulging account numbers. The company emphasizes convenience by consolidating a client’s entire financial life into one streamlined, updated platform. With additional services like presenting fiduciary advice on investment accounts—suggesting moves to lower-cost funds while retaining assets with current managers—RIA Rules offers significant potential savings for clients. Notably, this approach can offset the company's fees based on investment sizes, and further simplifies financial monitoring by eliminating the need to access multiple bank and financial institution websites. Founded as First Coast Planning, LLC, under the same leadership including Richard M. Allison, RIA Rules continues its mission of transforming complex financial portfolios into easily navigable personal finance ecosystems for clients seeking efficiency in their daily financial lives.