Ryan Garland is a CFP-designated registered investment advisor at Savvy, based in Washington Court House, OH, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Washington Court House, OH
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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 Activities
Ryan is a committee member and volunteer at St. Colman of Cloyne Catholic Church, dedicating minimal time. He is also an agent with SJ Cobb & Associates, Inc., dedicating minimal time.
Employment History
Current Registrations
Savvy
Previous Registrations
Cambridge Investment Research, INC.Broker
Creative Financial Solutions, LLC
Cambridge Investment Research Advisors, INC.
Corient
Budros, Ruhlin & Roe
State Registrations1 state
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
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