RF
CFP
RF
CFP

Ryan Fiegi

6 Years of Experience
Jacksonville, OR

Ryan Fiegi is a CFP-designated registered investment advisor at Practice Financial Group, based in Jacksonville, OR, 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 474 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
474 clients
Average Client Portfolio
$921K average
Assets Under Management
$436.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

725 N. 5th Street, Suite 200, Jacksonville, OR, 97530

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan works as a financial planner at Practice Financial Group, LLC, a CPA firm, since 2016. He spends a few hours per week reviewing tax returns.

Employment History
Current Registrations
Practice Financial Group
October 2019 - Present · 6 yrs 6 mos
State Registrations2 states
ORTX
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.