Ryan Suess is a CFP-designated registered investment advisor at Kapusta Financial Group, based in Pittsburgh, PA, with 12 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, Investment Management, Retirement Planning. Their firm serves 207 clients with $200M 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 $250K | 1.15% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
110 Fort Couch Road, Suite 108, Pittsburgh, PA, 15241
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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 →Employment History
Current Registrations
Kapusta Financial Group
Previous Registrations
Aon Hewitt Financial Advisors, LLC
Alight Financial Solutions, LLCBroker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations1 state
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