RF
CFP
RF
CFP

Ryan Frailich

9 Years of Experience
New Orleans, LA

Ryan Frailich is a CFP-designated registered investment advisor at Deliberate Finances, based in New Orleans, LA, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 61 clients with $13M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
61 clients
Average Client Portfolio
$210K average
Assets Under Management
$12.8M

Fee Structure

Deliberate Finances does not directly manage investments. Instead, they help you choose a third-party money manager. If you use Betterment for Advisors, their recommended outside manager, Deliberate Finances does not charge an additional advisory fee on those assets.

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Ryan Frailich

Location

New Orleans, LA

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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 is the founder of Frailich Consulting, LLC, where he provides HR/Talent Consulting and Teacher Coaching. This activity takes a few hours per week.

Employment History
Current Registrations
Deliberate Finances
November 2016 - Present · 9 yrs 6 mos
State Registrations2 states
LATX
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.
Additional Information

Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off:

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Ryan Frailich