Ryan Smith
Ryan Smith is a CFP-designated registered investment advisor at Ryan Smith Financial Services, based in Marysville, KS, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 45 clients with $11M 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 $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
Marysville, KS
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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 ActivitiesSells Insurance
Ryan works as a mortgage loan originator for First Assured Mortgage, spending a few hours per week discussing mortgage products with customers. He also works for Ryan Smith Financial Services as an insurance agent/correspondent, focusing on life insurance sales, LTC, fixed investment products, and loan prequalification assistance, dedicating minimal time to this.
Employment History
Current Registrations
Ryan Smith Financial Services
Previous Registrations
Affinity Financial Advisors
Regal Advisory Services, INC.
Patriot Enterprises LLC
Regal Securities, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
MML Investors Services, 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.