RH
RH
Ryan Horner
24 Years of Experience
Cinnaminson, NJ
2 DisclosuresBroker
Ryan Horner is a registered investment advisor at Wells Fargo Advisors, based in Cinnaminson, NJ, with 24 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
163 Route 130 S, Cinnaminson, NJ, 08077
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2012Denied
Customer Dispute
November 2008Denied
Other Business Activities
Ryan is involved with the Cinnaminson Township Committee as Deputy Mayor, Committee Member, and Liaison to both the Finance Committee and Economic Development. These roles take about 10-20% of his time and minimal time, respectively, and are not investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
November 2017 - Present · 8 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - November 2017 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - November 2017 · 2 yrs 9 mos
Bcg Securities, INC.
November 2013 - November 2014 · 1 yr
Bcg Securities, INC.Broker
November 2013 - November 2014 · 1 yr
M&t Securities, INC.
August 2012 - November 2013 · 1 yr 3 mos
M&t Securities, INC.Broker
August 2012 - November 2013 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
February 2012 - August 2012 · 6 mos
Ameriprise Financial Services, INC.
February 2012 - August 2012 · 6 mos
Ameriprise Financial Services, INC.
July 2011 - February 2012 · 7 mos
Ameriprise Financial Services, INC.Broker
July 2011 - February 2012 · 7 mos
Wells Fargo Advisors, LLC
September 2006 - July 2011 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
September 2006 - July 2011 · 4 yrs 10 mos
Primevest Financial Services, INC.Broker
August 2006 - August 2006 · 0 mos
Primevest Financial Services, INC.
August 2006 - August 2006 · 0 mos
Primevest Financial Services, INC.Broker
January 2005 - August 2006 · 1 yr 7 mos
Primevest Financial Services, INC.
January 2005 - August 2006 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
October 2004 - February 2005 · 4 mos
Banc of America Investment Services, INC.
October 2004 - February 2005 · 4 mos
Quick & Reilly, INC.
April 2004 - October 2004 · 6 mos
Quick & Reilly, INC.Broker
April 2004 - October 2004 · 6 mos
Morgan Stanley
September 2003 - January 2004 · 4 mos
Morgan Stanley Dw INC.Broker
January 2003 - January 2004 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2001 - October 2002 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
February 2001 - March 2001 · 1 mo
Ids Life Insurance CompanyBroker
February 2001 - March 2001 · 1 mo
State Registrations18 states
AZCACODEFLGAINMAMDMENCNJNMNYPASCTXVA
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.