Ryan Fleming
Ryan Fleming is a registered investment advisor at "the Pilot's Advisor," LLC, based in Seneca, SC, 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, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
The Pilot's Advisor does not directly manage your investments. Instead, they recommend third-party money managers (TPMMs). You'll pay the TPMM directly, and The Pilot's Advisor shares in that fee. The combined fee you pay to both The Pilot's Advisor and the TPMM will be no more than 2.00% of the value of your portfolio. The Pilot's Advisor's share ranges from 0.25% to 0.99% of your portfolio's value, depending on the TPMM they recommend. Fees may be negotiable.
Location
Seneca, SC
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Regulatory History (1)
Regulatory
December 2024Other Business ActivitiesSells Insurance
Ryan works as a pilot for FedEx, dedicating about 10-20% of his time, and manages his personal investment properties, spending minimal time. He also outsources insurance business to Penn Mutual/Lafayette Life and refers clients to Pilot Tax and Max Performance Financial, receiving compensation for insurance referrals from the latter.
Employment History
Current Registrations
"the Pilot's Advisor," LLC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
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.