RB
RB

Ryan Bouchard

17 Years of Experience
Plainfield, CT
1 DisclosureSells Insurance

Ryan Bouchard is a registered investment advisor at Fcig Wealth Management, LLC, based in Plainfield, CT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 167 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
167 clients
Average Client Portfolio
$643K average
Assets Under Management
$107.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.99%
$250K - $500K1.75%
$500K - $1000K1.50%
$1M+1.30%

Fees are generally negotiable.

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

94 Norwich Road, Plainfield, CT, 06374

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2013
Other Business ActivitiesSells Insurance

Ryan is an independent insurance agent for various independent insurance companies through First Casualty Insurance Agency, Inc. This activity takes about half of his time.

Employment History
Current Registrations
Fcig Wealth Management, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2020 - July 2024 · 4 yrs 5 mos
Cambridge Investment Research, INC.Broker
February 2020 - July 2024 · 4 yrs 5 mos
Ic Advisory Services, INC.
April 2015 - February 2020 · 4 yrs 10 mos
The Investment Center, INC.Broker
March 2015 - February 2020 · 4 yrs 11 mos
LPL Financial LLCBroker
February 2015 - April 2015 · 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
June 2006 - May 2013 · 6 yrs 11 mos
State Registrations2 states
CTGA
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.