RH
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Ryland Hudack

7 Years of Experience
Dallas, TX
Sells Insurance

Ryland Hudack is a registered investment advisor at Financial Synergistics Group, INC., based in Dallas, TX, with 7 years of industry experience. Ryland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Life insurance policy review (term) — $500
  • Life insurance policy review (permanent, initial) — $1,000
  • Annual life insurance policy review — $1,000
  • Retirement income strategies — $2,500
  • Long-term care cost analysis — $1,250
  • Estate planning review per family unit (initial plan) — $5,000
  • Family planning advice and strategies (initial plan) — $2,500
  • Yearly review — $500
  • Quarterly benchmarking — $500
  • General planning advice yearly retainer — $5,000
  • Hourly fee — $500
  • Business succession strategies (buy-sell modeling) — $2,500
  • Business valuation (basic method) — $5,000
  • Keyman and executive benefit planning — $2,500
  • Exit strategies — $2,500
  • Health benefit and wellness plan review — $1,500
  • 401k/pension/profit sharing review — $1,500
  • Estate planning setup with Wealth.com - $750 (plus $100 annual subscription if client chooses)
Annual Retainer:$5,000/year
One-Time Plan:$500 - $20,000
Hourly Rate:$500/hr
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Location

2911 Turtle Creek Blvd, Suite 300-11A, Dallas, TX, 75219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ryland is an insurance agent for MD Hudack Insurance Services, Inc. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Financial Synergistics Group, INC.
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Fisher Investments
June 2018 - July 2019 · 1 yr 1 mo
State Registrations4 states
AZCAFLTX
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.