Ryan Puplava
Ryan Puplava is a registered investment advisor at Financial Sense Advisors, INC., based in San Diego, CA, with 28 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 597 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.5M | 0.80% |
| $4.5M - $8.0M | 0.75% |
| $8.0M - $13.0M | 0.70% |
| $13M+ | 0.60% |
Annual management fees are dependent on the account objective and can be negotiated.
Fee Estimator
Location
10920 Via Frontera, Suite 500, San Diego, CA, 92127
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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 Activities
Ryan provides investment advisory services through Financial Sense Advisors, Inc., dedicating about half of his time to this activity. He started this business activity in March 1998.
Employment History
Current Registrations
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
State Registrations4 states
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
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