Ryan Maynard is a CFA, CFP-designated registered investment advisor at Vaquero Private Wealth, LTD., based in Dallas, TX, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 285 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vaquero Private Wealth charges a fee based on the size and scope of the relationship, complexity of the investments, necessary time commitments, and associated travel requirements. The fee is no more than 1.75% annually. Fees are negotiable and may vary among clients. The fee is paid monthly in advance.
Location
8111 Douglas Avenue, Suite 1350, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan provides occasional financial advice to Bedford Advertising, Inc. and Take One Video & Post, Inc. He also provides occasional financial advice to his wife's event planning business, Claris Events LLC, and holds an insurance license for advisory purposes only.
Employment History
Current Registrations
Vaquero Private Wealth, LTD.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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