Ryan Thomsen is a registered investment advisor at First Oak Wealth Management, LLC, based in Raleigh, NC, 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 154 clients with $320M 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, relationship size, and account composition.
Fee Estimator
Location
9131 Anson Way, Suite 200, Raleigh, NC, 27615
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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 →Other Business Activities
Ryan owns rental property in Raleigh, NC since 2015. He dedicates minimal time to this activity, and none during securities trading hours.
Employment History
Current Registrations
First Oak Wealth Management, LLC
Previous Registrations
Great Lakes & Atlantic Wealth Management and Advisory Partners
Oak City Consulting, LLC
Edward Jones
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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