Ryan O'leary is a CFP-designated registered investment advisor at Ars Wealth Advisors, based in St. Petersburg, FL, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,058 clients with $1.5B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are potentially negotiable.
Fee Estimator
Location
111 Second Avenue Ne, Suite 900, St. Petersburg, FL, 33701
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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 →Employment History
Current Registrations
Ars Wealth Advisors
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Sandy Morris Financial & Estate Planning Services, LLC
Bic Distributors, LLCBroker
Mercer Global Advisors INC.
Sequoia Financial Advisors, L.L.C.
Valmark Securities, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Esi Financial Advisors
Equity Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.