Ryan Bennett
Ryan Bennett is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Apison, TN, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 565 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPg Family Wealth Advisory's investment advisory fees are based on the value of your portfolio and range from 0.25% to 1.50% per year. The exact fee is negotiated based on the size and complexity of your account. Some clients may have different fee schedules. If FWA uses third-party investment managers, the total fee you pay, including FWA's fee and the manager's fee, will generally not exceed 2.50% annually.
Location
10931 Apisonian Lane, Apison, TN, 37302
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Regulatory History (2)
Regulatory
November 2024Employment Separation After Allegations
January 2023Other Business ActivitiesSells Insurance
Ryan is involved in several outside business activities. He sells life insurance and fixed indexed annuities through Freedom Financial LLC, sells trading cards on eBay with his son, participates in real estate partnerships, and assists clients with EZ Equipment Zone investments, dedicating minimal time to the latter two.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations3 states
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.