RB
CFP
RB
CFP

Ryan Badger

8 Years of Experience
Atlanta, GA

Ryan Badger is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Atlanta, GA, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
680 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%

Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5555 Glenridge Connector, Suite 825, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan has ownership stakes in Aldridge Private Wealth Management Group, LLC and Badger Holding Company, LLC, dedicating significant time to both. He also serves on the endowment committee for Families First and the finance committee for Leafmore Forest HOA, requiring minimal time commitments.

Employment History
Current Registrations
Mercer Global Advisors INC.
September 2025 - Present · 10 mos
Previous Registrations
Wells Fargo Advisors
September 2022 - September 2025 · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - September 2025 · 3 yrs
Wells Fargo Clearing Services, LLC
April 2019 - September 2022 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2019 - September 2022 · 3 yrs 5 mos
Ifg Advisory, LLC
January 2018 - March 2019 · 1 yr 2 mos
LPL Financial LLCBroker
March 2017 - April 2019 · 2 yrs 1 mo
State Registrations1 state
GA
Advisor

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.