Ryan Hart is a CFP-designated registered investment advisor at Optas, LLC, based in Dripping Springs, TX, with 6 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, Education Planning, Estate Planning, and 7 more. Their firm serves 137 clients with $880M 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 | 1.50% |
Rate is for standard investment management and will not exceed 1.50%. Comprehensive portfolio management including financial planning will not exceed an asset-based fee of 2.00%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
15431 Fitzhugh Rd, Suite 203, Dripping Springs, TX, 78620
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 →Employment History
Current Registrations
Optas, LLC
State Registrations3 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.
Exams
More Advisors
- Meghan Railey, CFPOptas, LLC
- Gavin Loftus, CFPEdward Jones
- Herbert Flores, CFPFarther
- Richard Boyles, CFPXypn Sapphire
- David Squire, CFPWells Fargo Advisors
- Lily Ho, CFPJpl Wealth Management