Ryan Knaack is a registered investment advisor at Wealthy Intentions, based in Sterling Heights, MI, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $1.8M 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 $200K | 1.00% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Accounts under $200,000 pay a flat fee of $2,000 per year ($500 quarterly). Accounts above $200,000 pay a blended tiered percentage fee that includes ongoing financial planning.
Fee Estimator
Location
Sterling Heights, MI
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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 →Other Business Activities
Ryan works as a Senior External Reporting Analyst for Rocket Companies since 2020, focusing on SEC filings. This role is investment-related and takes nearly all of Ryan's time.
Employment History
Current Registrations
Wealthy Intentions
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
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