William Ryan is a CFP-designated registered investment advisor at Fox Hill Wealth Management, based in Dedham, MA, with 20 years of industry experience. William 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, Financial Planning & Coaching, and 5 more. Their firm serves 410 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual advisory fee ranges from 1.0% to 3.0% depending on the strategy utilized (Preservation and Legacy strategies are 1.0%; Journey and Stability strategies are 3.0%). Fees are negotiable.
Fee Estimator
Location
84 Bridge Street, Dedham, MA, 02026
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 Activities
William works as a tax preparer with Ryan Financial Strategies, dedicating a significant amount of time each week. He also owns rental properties in South Boston and Dorchester, MA, requiring minimal time each month.
Employment History
Current Registrations
Fox Hill Wealth Management
Previous Registrations
Beck Bode LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations1 state
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
More Advisors
- Patricia Welsh, CFPFox Hill Wealth Management
- Liam Mcmanus, CFACharlesbridge Advisors
- John Muse, CFPCharlesbridge Advisors
- Carroll Hayes, CFPMission Wealth Management, LP
- Brett Goverman, CFPFinancial Solutions Associates
- Alexander Bender, CFACommonwealth Financial Network