Ryan Tomkinson is a CFP, ChFC-designated registered investment advisor at Nations Financial Group, INC., based in Wayne, PA, with 18 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
115 Bloomingdale Ave, Wayne, PA, 19087
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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.
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Ryan owns rental properties, is a financial consultant at McCloskey Financial Group (full-time), and is a board member for Merion Fire Company and Ardmore Initiative. He also owns Sparkle Pony Capital LLC and is a property manager for St. Josephs Realty Partners, dedicating a few hours per week to each.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Vanguard Marketing CorporationBroker
State Registrations2 states
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