Ryan Stelzer
Ryan Stelzer is a registered investment advisor at Hohensee Financial Services, INC., based in Dousman, WI, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $18M 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 $25K | 1.25% |
| $25K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1M+ | 0.55% |
Discounts may be negotiated.
Fee Estimator
Location
S33 W35676 Meadow Trail, Dousman, WI, 53118
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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 →Employment History
Current Registrations
Hohensee Financial Services, INC.
Abacus Investments, INC.Broker
State Registrations6 states
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