Ryan Wolfshorndl is a CFA, CFP-designated registered investment advisor at Financial Vision LLC, based in Goleta, CA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 28 clients with $82M 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 | 1.00% |
Retainer fees are negotiated on an individual basis, roughly based on 1.0% of the client's portfolio value, and are subject to a minimum annual retainer of $12,000.
Fee Estimator
Location
5290 Overpass Rd, Suite 217, Goleta, CA, 93111
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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.
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Ryan is a partner at Anodos Advisors, LLC, a financial consulting firm, since 2005. He spends nearly full-time there providing portfolio management and financial planning services.
Employment History
Current Registrations
Financial Vision LLC
Previous Registrations
Anodos 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.
Exams
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