RG
CFP
RG
CFP

Ryan Gonzales

17 Years of Experience
El Cajon, CA

Ryan Gonzales is a CFP-designated registered investment advisor at True Fiduciary Capital, LLC, based in El Cajon, CA, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 60 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
60 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$90.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

El Cajon, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan owns Dad Fiction, where he designs and sells shirts and contributes to a blog about raising kids, spending a few hours per week. He also works as a commentator for local high school sports through NFHS Network, dedicating a few hours per week.

Employment History
Current Registrations
True Fiduciary Capital, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
USAA Investment Management Company
January 2018 - January 2020 · 2 yrs
USAA Financial Advisors, INC.Broker
October 2014 - January 2020 · 5 yrs 3 mos
USAA Financial Planning Services
October 2014 - January 2018 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
May 2011 - September 2014 · 3 yrs 4 mos
Ameriprise Financial Services, INC.
May 2011 - September 2014 · 3 yrs 4 mos
Metlife Securities INC.
May 2008 - June 2011 · 3 yrs 1 mo
Metlife Securities INC.Broker
April 2008 - June 2011 · 3 yrs 2 mos
State Registrations3 states
CATXWA
Advisor

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.