RF
CFP
RF
CFP

Ryan Fisher

7 Years of Experience
Fort Wayne, IN

Ryan Fisher is a CFP-designated registered investment advisor at Dentvest LLC, based in Fort Wayne, IN, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 10 clients with $1.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$170K average
Assets Under Management
$1.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

The annual fee is negotiable. This fee does not include the Outside Manager’s fee.

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

Fort Wayne, IN

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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.

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Employment History
Current Registrations
Dentvest LLC
August 2018 - Present · 7 yrs 9 mos
State Registrations1 state
IN
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.
Ryan Fisher - Financial Advisor | TrueAdvisor