RM
CFP
RM
CFP

Ryan Myers

34 Years of Experience
Washington, DC
Broker

Ryan Myers is a CFP-designated registered investment advisor at Missionsquare Retirement, based in Washington, DC, with 34 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan works as a rideshare driver for Lyft, owns rental property, serves as a board member for the Northern VA Urban League, and works as a clubhouse attendant/ranger for the Northern Virginia Regional Park Authority. These activities require minimal time each month and are not investment-related.

Employment History
Current Registrations
Missionsquare Wealth ManagementBroker
August 2023 - Present · 2 yrs 11 mos
Missionsquare Retirement
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Empower Advisory Group, LLC
March 2022 - July 2023 · 1 yr 4 mos
Empower Financial Services, INC.Broker
March 2022 - July 2023 · 1 yr 4 mos
Allstate Financial Services, LLCBroker
October 2019 - February 2022 · 2 yrs 4 mos
Allstate Financial Advisors, LLC
September 2019 - February 2022 · 2 yrs 5 mos
Woodbury Financial Services, INC.
December 1999 - December 2017 · 18 yrs
Woodbury Financial Services, INC.Broker
June 1989 - December 2017 · 28 yrs 6 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ryan Myers - Financial Advisor | TrueAdvisor