Ryan Todd
Ryan Todd is a registered investment advisor at Great Valley Advisor Group, LLC, based in Chester Springs, PA, with 27 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
2200 Flowing Spring Rd, Chester Springs, PA, 19425
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 Activities
Ryan is involved in several real estate rental properties and DBAs for his LPL business, including Great Valley Advisor Group, Chester Springs Financial Group, Doylestown Wealth Management, GVA Wealth Management, and GVA Retirement Partners. These activities take minimal time to about 10-20% of his time.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service CorporationBroker
NFP Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Hold Brothers On-Line Investment Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.