Ryan Flurie
Ryan Flurie is a CFP-designated registered investment advisor at Beam Wealth Advisors, INC., based in West Grove, PA, with 15 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 2,258 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees generally range from less than 1% annually to no more than 3% annually depending on account size, portfolio composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
West Grove, PA
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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 →Other Business ActivitiesSells Insurance
Ryan works full-time as an IAR/wealth advisor for Summit Financial LLC, providing financial advice. He also works about 10-20% of his time as an agent for two independent insurance agencies, providing fixed/traditional insurance advice.
Employment History
Current Registrations
Beam Wealth Advisors, INC.
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling Investments
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Mallard Financial Partners INC
Wfg Advisors, LP
Wfg Investments, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations4 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.