Ryan Nelson is a CFP-designated registered investment advisor at Rln Wealth, based in Plymouth, MN, with 5 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 9 clients with $20M 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 | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable and paid quarterly in advance. Minimum annual fee of $6,500 applies. Investment management clients may receive ongoing financial planning at no additional cost.
Fee Estimator
Contact
Ryan Nelson
Location
3350 Annapolis Lane N, Suite C, Plymouth, MN, 55447
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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 →Employment History
Current Registrations
Rln Wealth
Previous Registrations
Bgm Wealth Partners
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
Additional Information
Ryan Nelson, founder and principal wealth manager of RLN Wealth brings a deep pedigree and wealth of experience supporting high-net-worth professionals. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional with an MS in Accounting and a Master’s of Business Administration. Ryan works to the highest fiduciary standards and planning excellence, he is principled, proactive and accessible to clients with a devotion to making their money mean more for their families.
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