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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 3,204 clients with $5.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,204 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.2B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2M+0.85%

Fees are negotiable. Total annual fees are generally capped at 2.00% except for accounts subject to the minimum annual fee of $3,750.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 10 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.
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