Ryan Kilmartin
Ryan Kilmartin is a registered investment advisor at Stark Financial Advisers, INC., based in Charlotte, NC, with 12 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 186 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable. The firm also offers a wrap-fee program called the Wealth Allocation Program with bundled fees.
Fee Estimator
Location
10042 Park Cedar Drive, Suite A, Charlotte, NC, 28210-8917
Get directionsHistory
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 →Other Business Activities
Ryan is a registered representative with R.M. Stark & Co., Inc. since 2012, performing RR duties. This takes about two-thirds of his time.
Employment History
Current Registrations
Stark Financial Advisers, INC.
R.M. Stark & CO., INC.Broker
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
- Sean KilmartinStark Financial Advisers, INC.
- Charles Bevan, CFPCharles Schwab & CO., INC.
- Glenn Ford, CFPVanguard Advisers, INC.
- Chad Wilfong, CFPWells Fargo Advisors
- Cameron Newell, CFA, CFPAlpha Financial Advisors, LLC
- Nicholas Walker, CFP