Ryan Shoop
Ryan Shoop is a registered investment advisor at Royal Oak Financial Advisors, LLC, based in Westlake, OH, with 24 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, Investment Management, and 2 more. Their firm serves 765 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual management fee is 2.00%. Fees are negotiable.
Fee Estimator
Location
1991 Crocker Rd., Suite 220, Westlake, OH, 44145
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2024Customer Dispute
July 2022Customer Dispute
October 2008Other Business Activities
Ryan is the owner of Ryan Shoop LLC DBA Shoop Wealth Management, a financial advisory business. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Royal Oak Financial Advisors, LLC
Previous Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Westminster Financial Securities, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
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.
Exams
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