Ricky Byrd
Ricky Byrd is a registered investment advisor at Bighorn Wealth Management, based in Divide, CO, with 39 years of industry experience. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning — Fees range from $6,500 to $35,000, or $200 to $300 per hour, depending on the complexity and specific arrangement.
- Consulting Services — Fees range from $6,500 to $35,000, or $200 to $300 per hour, depending on the complexity and specific arrangement.
Location
Divide, CO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ricky sells disability and health insurance since 2007, dedicating minimal time to this activity. He is also associated with Bighorn Wealth Management as a registered investment advisor and DBA for LPL business, taking about a quarter of his time, and S & W Financial LLC for tax/investment purposes.
Employment History
Current Registrations
Bighorn Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations9 states
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