Ryan Bowman is a CFP-designated registered investment advisor at Maxele Advisors, LLC, based in Webster Groves, MO, 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, Insurance Planning, and 3 more. Their firm serves 234 clients with $200M 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 | 1.50% |
Annual fees range from 0.50% to 1.50% based on asset value and services. For accounts overseen but managed by third parties, the fee ranges from 0.25% to 0.75%. Fees are negotiable.
Fee Estimator
Location
20 Allen Avenue, Suite 330, Webster Groves, MO, 63119
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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 →Employment History
Current Registrations
Maxele Advisors, LLC
Previous Registrations
Terrace Wealth
Aspen Wealth Strategies, LLC
Raymond James Financial Services Advisors, INC
Dunston Financial Group, LLC
Moneta Group Investment Advisors, LLC
Mariner Wealth Advisors, LLC
Mariner Wealth Advisors
State Registrations1 state
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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