RA
CFP
RA
CFP

Ryan Ammon

13 Years of Experience
Dallas, TX
Sells Insurance

Ryan Ammon is a CFP-designated registered investment advisor at Double Eagle Wealth Management LLC, based in Dallas, TX, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 85 clients with $93M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
85 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$93.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.65%
$10.0M - $20.0M0.50%
$20.0M - $50.0M0.35%
$50M+0.25%

Fees are negotiable. Financial planning fees can be waived if you engage Double Eagle's asset management services.

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

5960 Berkshire Lane, 6th Floor, Dallas, TX, 75225

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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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Other Business ActivitiesSells Insurance

Ryan is a licensed insurance agent selling fixed insurance products since 2013. This activity requires minimal time.

Employment History
Current Registrations
Double Eagle Wealth Management LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
January 2013 - June 2024 · 11 yrs 5 mos
Edward JonesBroker
October 2012 - June 2024 · 11 yrs 8 mos
State Registrations1 state
TX
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 Ammon - Financial Advisor | TrueAdvisor