Ryan Emerson Bennett

Rpg Family Wealth Advisory, LLC

11 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Rpg Family Wealth Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

565 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$590.3M

Fee Structure

Location

Camarillo, CA

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

November 2024

Final

Employment Separation After Allegations

January 2023

View Full SEC Report How to Read Disclosures

Other 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.