Ryan Firth is a CFP, PFS-designated registered investment advisor at Integrity Financial Planning, LLC, based in Bellaire, TX, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 14 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. An additional 0.50% annual fee applies for managed option overlay strategies.
Fee Estimator
Contact
Ryan Firth
Location
6750 West Loop S,, Suite 725, Bellaire, TX, 77401
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
Ryan owns Mercer Street Personal Financial Services, a registered investment advisor, dedicating most of his time to it. He also works as a financial planner and investment adviser representative for Integrity Financial Planning, spending about a quarter of his time there.
Employment History
Current Registrations
Integrity Financial Planning, LLC
Mercer Street Personal Financial Services
State Registrations2 states
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
Additional Information
Hi, I'm Ryan. I started Mercer Street Company because I believe there's an under-served market out there looking for sound, objective advice from a qualified professional who isn't looking to sell a financial product or will only work with folks based on how much money they have to invest. That was my experience when I was looking for a financial advisor to help me with my personal finances. I've spent nearly two decades working as a financial consultant to businesses in various industries, having started my professional career at international accounting firm Ernst & Young working in the NYC and London financial services offices. I now draw upon those professional and personal experiences to help clients address their unique financial concerns.