RH
CFP · ChFC
RH
CFP · ChFC

Ryan Henderson

20 Years of Experience
Nokomis, FL
May Earn Commission

Ryan Henderson is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nokomis, FL, with 20 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2440 Tamiami Trl N, Nokomis, FL, 34275

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan is an associate/employee at Four Pillars Financial Planning Group, operating as a DBA. He dedicates minimal time to this non-investment related support role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2022 - January 2024 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
March 2022 - January 2024 · 1 yr 10 mos
Fourthought Private Wealth
October 2020 - January 2022 · 1 yr 3 mos
Creative Planning
April 2018 - June 2020 · 2 yrs 2 mos
Strategic Advisers, INC.
March 2011 - January 2017 · 5 yrs 10 mos
Fidelity Brokerage Services LLCBroker
March 2011 - January 2017 · 5 yrs 10 mos
Chase Investment Services CORP.
March 2010 - February 2011 · 11 mos
Chase Investment Services CORP.Broker
March 2010 - February 2011 · 11 mos
Directed Services LLC
August 2009 - February 2010 · 6 mos
Directed Services LLCBroker
February 2008 - February 2010 · 2 yrs
Ameriprise Financial Services, INC.
July 2005 - March 2008 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
June 2004 - March 2008 · 3 yrs 9 mos
Ids Life Insurance CompanyBroker
June 2004 - July 2006 · 2 yrs 1 mo
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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