Ryan Bouchey is a CFP-designated registered investment advisor at Bouchey Financial Group, LTD., based in Medfield, MA, with 5 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, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 1,225 clients with $1.6B 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 | 1.00% |
Investment advisory fees range up to 1.00% annually based on factors such as account complexity, asset size, and overall relationship. Fees are negotiable at the firm's discretion.
Fee Estimator
Contact
Ryan Bouchey
Location
Medfield, MA
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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.
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Ryan works as a consultant for New Age Wealth Advisors, advising on asset allocation and assisting with operational concerns. This investment-related activity takes about 10% of Ryan's time.
Employment History
Current Registrations
Bouchey Financial Group, LTD.
Previous Registrations
New Age Wealth Advisors LLC
Bouchey Financial Group LTD
State Registrations1 state
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
Additional Information
My passion lies in helping others find comfort with their finances and successfully fulfilling their long-term financial goals. Each client situation is unique, and it’s an honor getting to know a client and their family well enough to help present financial recommendations and work towards meaningful results. I work closely with business owners and high-net worth individuals towards tax-efficient and optimized financial outcomes.
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