Ryan Florence
Ryan Florence is a CFP-designated registered investment advisor at Ferguson Shapiro LLC, based in Decatur, GA, with 17 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 358 clients with $360M 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 $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable with each client. For short-term/legacy accounts, the fee is 0.10% annually.
Fee Estimator
Location
120 N Candler St, #2, Decatur, GA, 30030
Get directionsHistory
Regulatory History (1)
Criminal
May 2002Other Business ActivitiesSells Insurance
Ryan is an insurance agent selling term, whole life, and fixed insurance, dedicating minimal time to this activity. He is also involved with Florence Wealth Management LLC and Gansflo Properties LLC, a real estate holding company, spending minimal time on the latter.
Employment History
Current Registrations
Ferguson Shapiro LLC
Previous Registrations
Kiker Wealth Management, LLC
LPL Financial 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.