Ryan Finch is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Irvine, CA, 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, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
9940 Research Drive Suite 200, Irvine, CA, 92618
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2025Customer Dispute
October 2025Customer Dispute
July 2025Other Business Activities
Ryan is a managing partner/member in several LLCs (Finch Sertich Capital LLC, 1395 Harlan LLC, Approach 99 LLC, SC RE I LLC, and Whitestone Real Estate Fund I, LLC) focused on real estate investments and management. He also owns Tangible Wealth Solutions LLC and is a youth soccer coach, dedicating minimal time to the latter.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Cobiz Wealth
State Registrations23 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.