Ryan Wood
Ryan Wood is a registered investment advisor at Burr Financial Services, LLC, based in Oxnard, CA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 159 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Family and friends may be offered a discounted rate.
Fee Estimator
Location
Oxnard, CA
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business ActivitiesSells Insurance
Ryan is a registered representative for Burr Tax and Financial Services, a DBA for marketing purposes, dedicating full-time hours. He also provides referral services to the Law Offices of Oliver Greenwood, requiring minimal time, and works as an independent contractor for Vanbridge Insurance Services, spending about 10-20% of his time on insurance outside of IFG.
Employment History
Current Registrations
Burr Financial Services, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
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.