Ryan C Tomko
RT
CFP
Ryan C Tomko
RT
CFP

Ryan Tomko

4 Years of Experience

Ryan Tomko is a CFP-designated registered investment advisor at Howe and Rusling, INC., based in Rochester, NY, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,127 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,127 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1M+0.80%

The fee schedule for fixed income-only accounts is 0.50% annually. The fee schedule for ETF-only accounts is 0.80% annually. Fees and minimums may be negotiable.

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

Ryan C Tomko
RT
Ryan Tomko

Location

165 Culver Rd, Suite 100, Rochester, NY, 14620

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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
Howe and Rusling, INC.
April 2021 - Present · 5 yrs
State Registrations2 states
NYTX
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 C Tomko
RT
Contact
Ryan Tomko