Ryan Stout is a CFP-designated registered investment advisor at Theory Financial, based in Fort Collins, CO, with 19 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, Charitable Giving, Education Planning, Estate Planning, and 6 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. Household accounts may be combined for reduced fees.
Fee Estimator
Location
2580 Harmony Road, Suite 201, Fort Collins, CO, 80528
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 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.
Exams
More Advisors
- Daniel Baumgold, CFPCambridge Investment Research Advisors, INC.
- Benjamin Goldsmith, CFPWells Fargo Advisors
- Heather Murchison, ChFCState Farm Investment Management CORP.
- Brian Voelker, CFPThe Table Financial Planning LLC
- Sunit Bhalla, CFPOaktree Financial Planning, LLC
- Adam Fowler, CFPWells Fargo Advisors