RN
CFP
RN
CFP

Ryan Noble

20 Years of Experience
North Kansas City, MO

Ryan Noble is a CFP-designated registered investment advisor at Prosperity Planning, based in North Kansas City, MO, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 406 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
406 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.15%
$500K - $1.0M0.80%
$1.0M - $2.5M0.70%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.30%

This is a blended fee schedule. Fees and investment minimums may be adjusted on a client-by-client basis.

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

1920 Buchanan Street, North Kansas City, MO, 64116

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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 a partner at Prosperity Business Advisors, LLC, providing business advisory services such as value measurement, growth consulting, tax planning, and exit planning. He dedicates minimal time to this activity.

Employment History
Current Registrations
Prosperity Planning
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
September 2009 - December 2018 · 9 yrs 3 mos
Cetera Advisors LLCBroker
September 2009 - December 2018 · 9 yrs 3 mos
Ameriprise Financial Services, INC.
July 2005 - January 2009 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
July 2005 - January 2009 · 3 yrs 6 mos
Ids Life Insurance CompanyBroker
July 2005 - July 2006 · 1 yr
State Registrations2 states
MOTX
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.