Ryan Moffitt
Ryan Moffitt is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Salt Lake City, UT, with 20 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
6465 S 3000 E, Ste 200, Salt Lake City, UT, 84121
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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 →Other Business Activities
Ryan is an advisory representative of a registered investment advisor (RIA) since 2017, dedicating nearly full-time hours to this role. He is also the owner of Moffitt Wealth Management, spending minimal time on this business, and an IAR with Investment Management Consultants, spending about a quarter of his time. Finally, Ryan is an Amazon affiliate, spending a few hours per week on marketing.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.Broker
E*trade Securities LLCBroker
State Registrations13 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.
Exams
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