Ryan Williamson
Ryan Williamson is a CFP-designated registered investment advisor at Horizon Wealth Management, based in La Grange, IL, with 25 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,306 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Wealth Management's investment advisory fee is based on the value of your portfolio and is charged quarterly, in advance. The annual fee can be up to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
22 Calendar Court, 2nd Floor, La Grange, IL, 60525
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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 ActivitiesSells Insurance
Ryan has several business activities, including real estate rentals, operating as a registered investment advisor through Horizon Wealth Management, and authoring a book. He also uses outside vendors for non-variable insurance products, dedicating minimal time to this activity, and is associated with Horizon Wealth West LLC, an insurance agency.
Employment History
Current Registrations
Horizon Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward JonesBroker
State Registrations27 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.