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RM
CFP · ChFC
RM
CFP · ChFC

Ryan Mcclelland

J. W. Cole Advisors, INC.
27 Years of Experience
Spring Hill, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
491 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5327 Commercial Way, Suite C-117, Spring Hill, FL, 34606

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2025
Denied
View Full SEC ReportHow to Read Disclosures
Other 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.
May 2011 - Present · 15 yrs 5 mos
J.W. Cole Financial, INC.Broker
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Mutual Trust Asset Mgmt., INC.
May 2008 - April 2011 · 2 yrs 11 mos
Mutual Trust Asset Mgmt., INC.
May 2008 - December 2010 · 2 yrs 7 mos
Mutual Trust CO. of America SecuritiesBroker
March 1999 - April 2011 · 12 yrs 1 mo
State Registrations14 states
AKCTFLGAILINMDMINYOHSCTXWIWV
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.
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