Ryan Mclin is a CFP-designated registered investment advisor at Impact Wealth Group, based in Fort Worth, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 83 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
9800 Hillwood Pkwy, Suite 140, Fort Worth, TX, 76244
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 →Other Business ActivitiesSells Insurance
Ryan is an unpaid board member for HopeKids, a non-profit, spending minimal time on fundraising and event coordination. Ryan is also involved with the Baton Rouge Union of Police and is an independent insurance agent.
Employment History
Current Registrations
Impact Wealth Group
Previous Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations2 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.