Ryan Robaugh is a CFP-designated registered investment advisor at Bluespring Wealth Management, LLC, based in Concord, OH, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,250 clients with $5.4B 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule reflects the Midwest regional platform. Other regional platforms and specific account types have separate fee schedules (e.g., River Valley region ranges from 1.00% down to 0.40%). Fees are negotiable.
Fee Estimator
Location
9930 Johnnycake Ridge Road, Suite 2B, Concord, OH, 44060
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 Activities
Ryan participates in motorcycle drag racing. This activity is not investment-related and takes minimal time during the trading day.
Employment History
Current Registrations
Bluespring Wealth Management, LLC
Previous Registrations
Ritter Daniher Financial Advisory LLC
Hickory Asset Management, INC.
L.M. Kohn & Company
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.
Exams
More Advisors
- Christopher Entringer, CFPBluespring Wealth Management, LLC
- Mark Baniewicz, CFPCetera Investment Advisers LLC
- Robert Zappitelli, CFP
- Jeffrey Burch, CFPCetera Investment Advisers LLC
- Bradford Lohiser, CFPBullington Capital Management, LLC
- Frank Preziuso, CFPCapital Analysts