Ryan Smith
Ryan Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salt Lake City, UT, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
2022 S 2100 E, Ste 205, Salt Lake City, UT, 84105
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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 sells fixed insurance products, dedicating about 10-20% of his time. He also owns residential rental property and a dormant construction company, and is the founder/owner of Clarity Divorce Planning, LLC, spending about 10-20% of his time on this.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Wfg Advisors, LP
Wfg Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations16 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.
Exams
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