Ryan Reynolds is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Bartlesville, OK, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B 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 | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
208 E. 4th Street, Bartlesville, OK, 74003
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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.
Learn about disclosures →Other Business Activities
Ryan provides investment advisory services through WCG Wealth Advisors, LLC, dedicating nearly full-time hours to this role. He also serves as a board member for the Bartlesville Sports Commission and the Bartlesville Community Center Trust Authority, spending minimal time on each.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
V Wealth Advisors LLC
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
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