Ryan Oldroyd is a CFP, PFS-designated registered investment advisor at First Pacific Financial, INC., based in Vancouver, WA, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,312 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Charitable and non-profit asset management will not exceed 1.00%. Spark service asset management is 0.90% annually. Fees are negotiable.
Fee Estimator
Location
610 Esther Street, Suite 100, Vancouver, WA, 98660
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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 maintains an insurance license but is not authorized to sell insurance products or receive commissions from insurance sales. He dedicates no time to this activity and receives no compensation from it.
Employment History
Current Registrations
First Pacific Financial, INC.
Previous Registrations
Wealthvalues, LLC
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
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