RH
CFP
RH
CFP

Ryan Have

18 Years of Experience
Hudsonville, MI
1 DisclosureBroker

Ryan Have is a CFP-designated registered investment advisor at Edward Jones, based in Hudsonville, MI, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

3686 32nd Ave Suite 500, Hudsonville, MI, 49426-8524

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Withdrawn
Other Business Activities

Ryan is a member of RBT Investments, a real estate holding LLC, since 2019. He dedicates minimal time to this activity.

Employment History
Current Registrations
Edward Jones
September 2007 - Present · 18 yrs 8 mos
Edward JonesBroker
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
Edward Jones
August 2007 - August 2007 · 0 mos
State Registrations15 states
COCTDEFLIAINMIMNMONJNYTNTXUTWI
AdvisorBrokerBoth

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.
Ryan Have - Financial Advisor | TrueAdvisor