Ryan Goldenhar is a CFA, CFP-designated registered investment advisor at Mariner Independent, based in San Diego, CA, with 9 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
11622 El Camino Real, Ste. 100, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a director at Wealth With Options, offering investment advisory services, dedicating full-time hours. He also serves as Treasurer for Jewish Family Services of San Diego and as a board member for Congregation of Beth Israeil of San Diego, dedicating minimal time to each.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Adviceperiod, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Centara Capital Management Group, INC.
State Registrations2 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.