Ryan Kay is a CFP-designated registered investment advisor at Arena Wealth Management LLC, based in Fort Wayne, IN, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 94 clients with $62M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
10331 Dawsons Creek Blvd, Suite D, Fort Wayne, IN, 46845
Get directionsHistory
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 is the Founder and General Manager of the Men of Mackey basketball team, a Purdue alumni-based team. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Arena Wealth Management LLC
Previous Registrations
Ami Investment Management INC
Wells Fargo Advisors Financial Network, 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.