RD
CFP
RD
CFP

Ryan Drews

17 Years of Experience
Troy, MI

Ryan Drews is a CFP-designated registered investment advisor at Rwa Wealth Partners, based in Troy, MI, with 17 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,149 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
6,149 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$17.3B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees are negotiable for accounts over $25,000,000. Custom fixed income and cash management fee is 0.20% annually.

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

701 E. Maple Road, Suite 101, Troy, MI, 48083

Get directions

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 an adjunct professor at Walsh College, providing education to college students. This takes a few hours per week, with minimal time spent during securities trading hours.

Employment History
Current Registrations
Rwa Wealth Partners
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Polaris Wealth Advisory Group
April 2023 - November 2023 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 2021 - April 2023 · 1 yr 10 mos
Charles Schwab & CO., INC.Broker
June 2019 - May 2021 · 1 yr 11 mos
Charles Schwab & CO., INC.
June 2019 - May 2021 · 1 yr 11 mos
Primerica Advisors
June 2018 - June 2019 · 1 yr
PFS Investments INC.Broker
May 2018 - June 2019 · 1 yr 1 mo
Primerica Advisors
May 2018 - May 2018 · 0 mos
Private Advisor Group, LLC
July 2014 - May 2016 · 1 yr 10 mos
LPL Financial LLCBroker
June 2014 - June 2016 · 2 yrs
Strategic Advisers, INC.
March 2010 - July 2014 · 4 yrs 4 mos
Fidelity Brokerage Services LLCBroker
April 2009 - July 2014 · 5 yrs 3 mos
Fidelity Brokerage Services LLCBroker
September 2007 - February 2009 · 1 yr 5 mos
Chase Investment Services CORP.
June 2006 - August 2007 · 1 yr 2 mos
Chase Investment Services CORP.Broker
June 2006 - August 2007 · 1 yr 2 mos
Morgan Stanley
March 2006 - June 2006 · 3 mos
Morgan Stanley Dw INC.Broker
January 2006 - June 2006 · 5 mos
State Registrations2 states
MITX
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.
Ryan Drews - Financial Advisor | TrueAdvisor