RH
RH
Ryan Hurr
6 Years of Experience
Grain Valley, MO
1 DisclosureSells Insurance
Ryan Hurr is a registered investment advisor at Heritage First Wealth Management, LLC, based in Grain Valley, MO, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $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
Grain Valley, MO
Get directionsHistory
Regulatory History (1)
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Criminal
September 2012Final Disposition
Other Business ActivitiesSells Insurance
Ryan works as an advisor at Heritage First, focusing on insurance sales and services. This activity is investment-related and takes nearly all of Ryan's time.
Employment History
Current Registrations
Heritage First Wealth Management, LLC
July 2026 - Present · 3 mos
Ae Wealth Management, LLC
August 2020 - Present · 6 yrs 2 mos
State Registrations3 states
CAKSMO
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.
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