Ryan Zimmerman is a CFP-designated registered investment advisor at Msa Financial, based in Braintree, MA, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,338 clients with $1.4B 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 | 1.50% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
25 Braintree Hill Park, Suite 303, Braintree, MA, 02184
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
Ryan is an independent insurance agent, dedicating about 10% of his time to insurance product sales. He also coaches basketball a few hours per week and is a member of the Boston Estate Planning Council, dedicating minimal time to this activity.
Employment History
Current Registrations
Msa Financial
Previous Registrations
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James & Associates, INC.Broker
Deutsche Bank Securities 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.