RP
CFP
RP
CFP

Ryan Powers

16 Years of Experience
O'Fallon, IL

Ryan Powers is a CFP-designated registered investment advisor at Krilogy, based in O'Fallon, IL, with 16 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 3,153 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
3,153 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.0B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$3,750

Krilogy Financial charges a fee based on the value of your accounts, calculated quarterly. The fee will not exceed 2.00% unless the minimum annual fee applies. The minimum annual fee is $3,750 ($937.50 per quarter), regardless of the account value, unless waived. Fees typically range from 0.50% to 1.50%, depending on the account size and advisor's practices. Fees are negotiable. Krilogy may include held-away accounts in the fee calculation. Fees do not include internal fees and expenses in mutual funds, ETFs, or transaction charges.

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Location

3 Eagle Center #3, O'Fallon, IL, 62269

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Krilogy
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Paradigm Financial Advisors LLC
September 2012 - January 2021 · 8 yrs 4 mos
Paradigm Wealth Advisors, LLC
September 2011 - June 2012 · 9 mos
Sagepoint Financial, INC.
August 2010 - May 2011 · 9 mos
Thrivent Investment Management INC.
November 2008 - June 2009 · 7 mos
Edward Jones
March 2008 - October 2008 · 7 mos
State Registrations4 states
ILMONHTX
Advisor

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
No exam information available for this advisor.
Ryan Powers - Financial Advisor | TrueAdvisor