Daniel Ryan
Daniel Ryan is a CFP-designated registered investment advisor at Ryan Financial Solutions, LLC, based in Tualatin, OR, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Federal Employees, Insurance Planning, and 2 more. Their firm serves 247 clients with $78M 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 $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are not tiered but subject to the lowest percentage based on the combined total portfolio value for the household. Asset management fees will be charged quarterly in advance based upon the ending account value of the previous quarter. Advisory fees are not negotiable.
Fee Estimator
Location
8215 SW Tualatin-Sherwood Road, Suite 200, Tualatin, OR, 97062
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 ActivitiesSells Insurance
Daniel leads music at church and is a financial advisor licensed to sell various insurance products, dedicating about 10-20% of his time to each. He also serves as treasurer for Heron Pointe HOA and advises his brother on Threadbare Coffee LLC, spending minimal time on each.
Employment History
Current Registrations
Ryan Financial Solutions, LLC
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
State Registrations2 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.