RM
RM

Ryan Myrick

8 Years of Experience
Alpharetta, GA
2 DisclosuresBroker

Ryan Myrick is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Alpharetta, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
667 clients
Average Client Portfolio
$481K average
Assets Under Management
$320.5M

Fee Structure

Planning is included in investment management (also available separately)

MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.

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Location

8000 Avalon Blvd. Ste 100, Alpharetta, GA, 30009

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2020
Final
Financial
September 2017
Final
Other Business Activities

Ryan operates under Mayer Private Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He also provides investment advisory services through MPWM Advisory Solutions LLC, dedicating full-time hours to these activities. Additionally, Ryan has a business entity for tax/investment purposes only.

Employment History
Current Registrations
Mpwm Advisory Solutions LLC
August 2023 - Present · 2 yrs 9 mos
LPL Financial LLC
August 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
March 2018 - August 2023 · 5 yrs 5 mos
Edward JonesBroker
January 2018 - August 2023 · 5 yrs 7 mos
State Registrations7 states
CAFLGAINKYNHSC
AdvisorBrokerBoth

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.
Ryan Myrick - Financial Advisor | TrueAdvisor