Ryan Galiotto is a CFP-designated registered investment advisor at Etch Financial, based in South Park, PA, with 15 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 45 clients with $14M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fee Estimator
Location
South Park, PA
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 owns Ryan Galiotto, LLC, providing coaching and education on student loan repayment strategies, dedicating about 10-20% of his time. He is also a co-owner of Fueled By Hops, LLC, a craft beer microbrewery, spending about a quarter of his time on this. Ryan is also the Founder and Chief Compliance Officer of Etch Financial, LLC, spending full-time providing investment management and financial planning services.
Employment History
Current Registrations
Etch Financial
Previous Registrations
Smartpath Advisors
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
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.