RH
CFP
RH
CFP

Ryan Hood

16 Years of Experience
Frisco, TX
Broker

Ryan Hood is a CFP-designated registered investment advisor at Edward Jones, based in Frisco, TX, with 16 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

5899 Preston Rd Suite 702, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edward JonesBroker
April 2021 - Present · 5 yrs 6 mos
Edward Jones
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - April 2021 · 2 yrs 9 mos
Strategic Advisers LLC
October 2011 - July 2018 · 6 yrs 9 mos
Fidelity Brokerage Services LLCBroker
May 2010 - April 2021 · 10 yrs 11 mos
State Registrations12 states
ARAZCACODCFLGALAMNMTOKTX
AdvisorBrokerBoth

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.
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