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Ryan Behnken

17 Years of Experience
Timonium, MD
BrokerSells Insurance

Ryan Behnken is a registered investment advisor at Esi Financial Advisors, based in Timonium, MD, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
535 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K

ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.

ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).

American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.

AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.

SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.

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Location

9515 Deereco Road, Suite 700, Timonium, MD, 21093

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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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Other Business ActivitiesSells Insurance

Ryan is an insurance agent, dedicating about half of his time to this activity. He also serves on the boards of several organizations, including the Fallston Club, the Y of Central Maryland, and the Fallston Swim & Tennis Club, and works as a College Funding Representative and a police officer.

Employment History
Current Registrations
Esi Financial Advisors
September 2022 - Present · 3 yrs 8 mos
Equity Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
M&t Securities, INC.Broker
August 2011 - February 2021 · 9 yrs 6 mos
Wells Fargo Advisors, LLCBroker
December 2007 - May 2011 · 3 yrs 5 mos
State Registrations4 states
FLMDNYPA
AdvisorBrokerBoth

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.