Ryan Ferguson is a CFP-designated registered investment advisor at Insight Wealth Partners, based in Plano, TX, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 905 clients with $970M 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 | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.50% |
Schedule is for Traditional Portfolio Management. Synthetic Equity Portfolio Management has a different schedule: $0-$300K: 1.95%, $300,001-$1M: 1.75%, $1,000,001-$2M: 1.50%, $2,000,001-$3M: 1.25%, $3,000,001-$5M: 1.00%, $5,000,001-$10M: 0.75%, Over $10M: 0.50%. If insurance/annuity products are recommended and a commission is received, no advisory fees will be charged on those assets.
Fee Estimator
Location
3333 Premier, Suite #800, Plano, TX, 75023
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 ActivitiesSells Insurance
Ryan is a partner/CPA at Ferguson Group, LLC, preparing a small number of tax returns, which takes minimal time. He is also a managing member of 3333 Premier Properties, LLC, involved in commercial real estate management, and sells insurance products as an agent.
Employment History
Current Registrations
Insight Wealth Partners
Previous Registrations
Brewer Investment Advisors LLC
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.