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CFP
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CFP

Daniel Ryan

Ryan Financial Solutions, LLC
8 Years of Experience
Tualatin, OR
Sells Insurance
View SEC Summary
View SEC Summary

Daniel Ryan is a CFP-designated registered investment advisor at Ryan Financial Solutions, LLC, based in Tualatin, OR, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Insurance Planning, Investment Management, and 2 more. Their firm serves 247 clients with $78M in assets under management.

Ryan Financial Solutions, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
247 clients
Average Client Portfolio
$317K average
Assets Under Management
$78.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K1.95%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.00%

Fees apply to the combined total of all accounts in a household. The entire portfolio is subject to the single percentage rate corresponding to the total household asset tier, rather than tiered brackets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

8215 SW Tualatin-Sherwood Road, Suite 200, Tualatin, OR, 97062

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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 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
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Gwn Securities INC.
August 2018 - May 2021 · 2 yrs 9 mos
Gwn Securities INC.Broker
June 2018 - May 2021 · 2 yrs 11 mos
State Registrations2 states
ORWA
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.
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