Charles Kelly Ryan
CR
CFP
Charles Kelly Ryan
CR
CFP

Charles Ryan

13 Years of Experience
Annapolis, MD

Charles Ryan is a CFP-designated registered investment advisor at Atlantic Financial Planning LLC, based in Annapolis, MD, with 13 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$280/hr
Loading...

Contact

Charles Kelly Ryan
CR
Charles Ryan

Location

1997 Annapolis Exchange Parkway, Suite 300, Annapolis, MD, 21401

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Atlantic Financial Planning LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Atlantic Financial Planning LLC
April 2012 - December 2023 · 11 yrs 8 mos
State Registrations2 states
DCMD
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.
Additional Information

Charlie worked for several fee-only firms before starting his own practice.

Charles Kelly Ryan
CR
Contact
Charles Ryan
Charles Ryan - Financial Advisor | TrueAdvisor