Ryan Swartz is a CFP-designated registered investment advisor at Creative Planning, based in Omaha, NE, with 22 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, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
12925 W Dodge Road, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2025Other Business Activities
Ryan is a managing member of Good Life Ventures, LLC (real estate) and CKS Farms, LLC (farmland lease), dedicating a few hours per week and minimal time respectively. He is also a minority owner of High Life Holdings, LLC (bar and grill restaurant), but spends no time on this activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Strategic Advisers, 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.
Exams
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