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CFP
RP
CFP

Ryan Poirier

Edelman Financial Engines
20 Years of Experience
Bethesda, MD
View SEC Summary
View SEC Summary

Ryan Poirier is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Bethesda, MD, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B in assets under management.

Edelman Financial Engines
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
727 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees for amounts over $25 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6550 Rock Spring Drive, Suite 510, Bethesda, MD, 20817

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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 co-owns a rental property in Myrtle Beach, SC since 2007, generating rental income, and spends minimal time on it. He also co-owns another rental property in Pawleys Island, SC since February 2025, dedicating minimal time to it as well.

Employment History
Current Registrations
Edelman Financial Engines
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Edelman Financial Services, LLC
February 2010 - November 2018 · 8 yrs 9 mos
Sanders Morris Harris LLCBroker
February 2010 - April 2016 · 6 yrs 2 mos
Convergent Wealth Advisors, LLC
May 2007 - January 2010 · 2 yrs 8 mos
Suntrust Investment Services, INC.
August 2006 - April 2007 · 8 mos
Suntrust Investment Services, INC.Broker
May 2006 - April 2007 · 11 mos
Dmg Securities, INC.Broker
March 2006 - April 2006 · 1 mo
State Registrations2 states
MDTX
Advisor

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Exams
No exam information available for this advisor.
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