Ravi Kahan
Ravi Kahan is a registered investment advisor at Osaic Advisory Services, LLC, based in Atlanta, GA, with 24 years of industry experience. Ravi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2342 Perimeter Park Dr Ste 200B, Atlanta, GA, 30341
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 ActivitiesSells Insurance
Ravi is an owner and advisor at Creative Financial Partners, dedicating about half of his time to financial planning. He also owns several other businesses including a coworking space, domain names, a real estate property management company, and a commercial real estate venture, among others; he spends minimal time on most of these ventures.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Creative Financial Partners
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Hantz Financial Services, INC.Broker
MML Investors Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.