Ryan Lee-Young is a registered investment advisor at Philosophe Financial, based in Wayland, MA. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Philosophe Financial offers ongoing financial planning services for clients who want continuing support after an initial plan is created. This service includes periodic review meetings, updates to financial projections, monitoring progress toward goals, and ongoing consultations as circumstances change. Ongoing planning is billed on a recurring hourly basis or through pre-purchased planning time arrangements.
- Hourly planning — $150 per hour for general or specific financial planning and investment advice
- Pre-purchased planning time packages — $100 to $150 per hour for a specified number of advisory hours or a defined series of meetings
- Initial financial planning fee — $50 initial deposit for new clients covering initial consultation and planning activities
Location
Wayland, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Philosophe Financial
State Registrations1 state
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Exams
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