Ryan Walker is a CFP-designated registered investment advisor at Prosperity Planning, based in North Kansas City, MO, 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 Corporate Executives, Divorce Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 406 clients with $540M 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 $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
This is a blended fee schedule. Fees and investment minimums may be adjusted on a client-by-client basis.
Fee Estimator
Contact
Ryan Walker
Location
1920 Buchanan Street, North Kansas City, MO, 64116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Prosperity Planning
State Registrations2 states
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