Ryan Benson
Ryan Benson is a registered investment advisor at Independent Financial Planning, based in Reston, VA, with 3 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, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 212 clients with $46M 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable at the discretion of the Managing Director.
Fee Estimator
Location
1930 Isaac Newton Sq, Suite 205, Reston, VA, 20190
Get directionsHistory
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 ActivitiesSells Insurance
Ryan is the CEO and founder of EPE Math Tutoring and the Managing Director of Independent Financial Education. He also provides insurance brokerage services as part of Independent Financial Planning, LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Independent Financial Planning
State Registrations1 state
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