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CFP
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CFP
Ryan Tuff is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marietta, GA, with 11 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
2201 Roswell Rd, Marietta, GA, 30062
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Regulatory History (3)
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Financial
October 2019Final
Financial
June 2019Final
Financial
April 2019Final
Employment History
Current Registrations
Wells Fargo Advisors
July 2022 - Present · 4 yrs
Wells Fargo Clearing Services, LLCBroker
July 2022 - Present · 4 yrs
Previous Registrations
Ameriprise Financial Services, LLC
January 2019 - July 2022 · 3 yrs 6 mos
Ameriprise Financial Services, INC.
January 2019 - January 2019 · 0 mos
Ameriprise Financial Services, LLCBroker
January 2019 - July 2022 · 3 yrs 6 mos
Royal Alliance Associates, INC.
November 2018 - January 2019 · 2 mos
Royal Alliance Associates, INC.Broker
November 2018 - January 2019 · 2 mos
Signator Investors, INC.
July 2018 - November 2018 · 4 mos
Signator Investors, INC.Broker
June 2018 - November 2018 · 5 mos
Voya Financial Advisors, INC.
September 2017 - June 2018 · 9 mos
Voya Financial Advisors, INC.Broker
June 2014 - June 2018 · 4 yrs
State Registrations18 states
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AdvisorBrokerBoth
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.