Ryan Mccarthy
Ryan Mccarthy is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Portland, OR, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Resource Financial Planning, 10300 SW Greenburg Rd., #200, Portland, OR, 97223
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 a statutory agent for Resource Insurance Services, Inc., advising clients on and opening life insurance, fixed annuities, variable annuities, and long-term care insurance policies, dedicating a few hours per week. He is also an independent contractor for Resource Financial Planning, Inc., which is used for paying staff wages and office expenses, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Raymond James Financial Services, INC.Broker
Sutter Securities IncorporatedBroker
Thomas Weisel Partners LLCBroker
State Registrations13 states
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.