Ryan Palmer
Ryan Palmer is a CFP-designated registered investment advisor at Optimist Retirement Group, LLC, based in Scottsdale, AZ, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 111 clients with $240M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee does not include transaction fees, or other fees/expenses charged by brokers, custodians, or mutual funds. The advisory fee is negotiable.
Fee Estimator
Location
8585 East Hartford Drive, Suite 106, Scottsdale, AZ, 85255
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 ActivitiesSells Insurance
Ryan is insurance licensed with various companies since 2001 and affiliated with Williams Palmer as an outside RIA since 2004. Ryan also owns Williams Palmer Real Estate, LLC, spending minimal time ensuring mortgage payments and tax filings are completed.
Employment History
Current Registrations
Optimist Retirement Group, LLC
Previous Registrations
Cetera Advisors LLCBroker
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
State Registrations3 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.