RZ
RZ

Ryan Zeeb

10 Years of Experience
Fresno, CA
3 DisclosuresBroker

Ryan Zeeb is a registered investment advisor at Ministry Partners Securities, LLC, based in Fresno, CA, with 10 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 132 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
132 clients
Average Client Portfolio
$192K average
Assets Under Management
$25.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.90%
$50K - $100K1.75%
$100K - $250K1.65%
$250K - $750K1.65%
$750K+1.60%

Schedule reflects Harvest Investment Services program rates. Other third-party managers charge maximum annual fees up to 1.50% (Camelot) or 2.20% (AssetMark). Fees are negotiable.

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

8483 N. Millbrook Avenue, Suite 106, Fresno, CA, 93720

Get directions

History

Regulatory History (3)
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Financial
January 2026
Final
Financial
August 2025
Final
Financial
January 2025
Final
Employment History
Current Registrations
Ministry Partners Securities, LLC
August 2026 - Present · 2 mos
Ministry Partners Securities, LLCBroker
August 2026 - Present · 2 mos
Ministry Partners Securities, LLC
April 2026 - Present · 6 mos
Previous Registrations
Howard Bailey Securities, LLC
November 2023 - May 2026 · 2 yrs 6 mos
Oneascent Financial Services LLC
August 2018 - August 2019 · 1 yr
Camelot Portfolios, LLC
May 2013 - August 2018 · 5 yrs 3 mos
Greenberg Graham Advisors LLC
October 2011 - July 2013 · 1 yr 9 mos
State Registrations9 states
AZCAFLIDILMIOHTNTX
AdvisorBrokerBoth

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.
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