Ryan Veldhuizen is a CFP-designated registered investment advisor at Catalyze Wealth Management, based in Carmel, IN, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 36 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Rate shown is for portfolio management combined with financial planning. Standalone investment management without financial planning is charged at 1% annually. Fees are negotiable.
Fee Estimator
Contact
Ryan Veldhuizen
Location
550 Congressional Blvd., Suite 350, Carmel, IN, 46032
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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 →Employment History
Current Registrations
Catalyze Wealth Management
Previous Registrations
Capstone Wealth Advisors,inc.
Kessler Investment Group, LLC
City Securities Corporation
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
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