Ryan Mcclelland
Ryan Mcclelland is a CFP, ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Spring Hill, FL, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
5327 Commercial Way, Suite C-117, Spring Hill, FL, 34606
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Ryan is the president of McClelland & Associates, Inc., providing fixed insurance and administrative support services, dedicating about a quarter of his time. He also serves as a volunteer board member for Northwood Plaza Office Condominium, Inc. and is a partner in Northwood Group, LLC, a real estate holding company.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Mutual Trust Asset Mgmt., INC.
Mutual Trust Asset Mgmt., INC.
Mutual Trust CO. of America SecuritiesBroker
State Registrations14 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.