RM
CFP
RM
CFP
Ryan Miracle
25 Years of Experience
Roanoke, VA
1 DisclosureBroker
Ryan Miracle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Roanoke, VA, with 25 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
10 S Jefferson St Ste 2100, [V3/V8-Rbo], Roanoke, VA, 24011
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2009Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2024 - Present · 2 yrs
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLCBroker
April 2022 - May 2024 · 2 yrs 1 mo
LPL Financial LLC
April 2022 - May 2024 · 2 yrs 1 mo
Securities America Advisors, INC.
July 2014 - April 2022 · 7 yrs 9 mos
Securities America, INC.Broker
July 2014 - April 2022 · 7 yrs 9 mos
First Allied Advisory Services, INC.
April 2014 - August 2014 · 4 mos
First Allied Securities, INC.Broker
April 2014 - August 2014 · 4 mos
LPL Financial LLC
November 2005 - May 2014 · 8 yrs 6 mos
LPL Financial LLCBroker
November 2005 - May 2014 · 8 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - November 2005 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - November 2005 · 1 yr 7 mos
A. G. Edwards & Sons, INC.
December 2001 - April 2004 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
November 2000 - April 2004 · 3 yrs 5 mos
State Registrations2 states
FLVA
AdvisorBrokerBoth
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
No exam information available for this advisor.