RD
RD

Ryan Dixon

11 Years of Experience
Port Richey, FL
May Earn CommissionSells Insurance

Ryan Dixon is a registered investment advisor at Commonwealth Financial Network, based in Port Richey, FL, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

Loading...

Location

10220 US Highway 19, Suite A, 4th Floor, Port Richey, FL, 34668

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ryan sells fixed insurance products since June 2022. This activity, conducted at the branch location, takes about 10% of his time and is investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Darwin Wealth Management
April 2016 - August 2022 · 6 yrs 4 mos
MML Investors Services, LLC
October 2014 - February 2016 · 1 yr 4 mos
State Registrations1 state
FL
Advisor

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.
Ryan Dixon - Financial Advisor | TrueAdvisor