Ryan Weiser is a CFP, ChFC-designated registered investment advisor at Weiser Financial Planning LLC, based in Lewis Center, OH, 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 Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 114 clients with $52M 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 $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Contact
Ryan Weiser
Location
Lewis Center, OH
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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 →Employment History
Current Registrations
Weiser Financial Planning LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
State Farm Vp Management CORP.Broker
Guardian Investor Services LLCBroker
Nationwide Securities, INC.Broker
Nationwide Investment Services CorporationBroker
State Registrations1 state
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
Additional Information
I have lived in Lewis Center, OH since 2004 with my lovely wife Erica and our two wonderful children Ethan (10) and Reagan (8). We are very active in the local community and we can usually be found at the activity of the day whether it's dance, girl scouts, taekwondo, or travel baseball and soccer. When not shuffling the kids around town I coach youth soccer and enjoy mountain biking and golfing on the weekends. We are active members of St. Andrew's Anglican Church in Lewis Center and I serve on the finance committee and Vestry.