Ryan Berg is a CFP, PFS-designated registered investment advisor at Wealth Forward, LLC, based in Fargo, ND, with 14 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 367 clients with $230M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Schedule reflects the Individually Managed Accounts program. The Model Portfolio Accounts program offers separate rates starting at 1.00% for the first $2 million. All fees are negotiable.
Fee Estimator
Location
2632 47th St S., Suite 107, Fargo, ND, 58104
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 doing business as Ranstrom Financial Planning. He also owns Ryan S. Berg, CPA, a tax preparation business, spending about 10-20% of his time on it during trading hours and a few hours per week after trading hours.
Employment History
Current Registrations
Wealth Forward, LLC
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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