Ryan Stout is a CFP-designated registered investment advisor at Theory Financial, based in Fort Collins, CO, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 252 clients with $320M 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 $250K | 0.99% |
| $250K - $750K | 0.85% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee. Less active accounts may receive more favorable pricing. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
2580 Harmony Road, Suite 201, Fort Collins, CO, 80528
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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 is a trustee for Mill City Church, helping oversee financial decisions. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Theory Financial
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Wambolt & Associates, LLC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations3 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.