Ryan Bennett
Ryan Bennett is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Apison, TN, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 600 clients with $700M 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 | 0.75% |
Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.
Fee Estimator
Location
10931 Apisonian Lane, Apison, TN, 37302
Get directionsHistory
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.
Exams
More Advisors
- Alistair Huong, ChFCAdventedge Financial, LLC
- Sara Ruscio, CFPDynamic