RH
RH

Ryan Hastie

4 Years of Experience
Salinas, CA
Broker

Ryan Hastie is a registered investment advisor at Hastie Financial Group, based in Salinas, CA, with 4 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, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Hastie Financial Group charges either an hourly rate of $250 or a fixed fee between $1,000 and $5,000 for financial planning services, depending on the complexity of the client's situation. Fees are negotiable. If a client separately hires an associated person of Hastie Financial Group, in his or her capacity as an investment advisor representative with Commonwealth Financial Network, to provide asset management services and maintains a managed account value of at least $1,000,000, the financial planning fees will be waived.

One-Time Plan:$1,000 - $5,000
Hourly Rate:$250/hr
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Location

307 Main St, Suite 300, Salinas, CA, 93901

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hastie Financial Group
February 2023 - Present · 3 yrs 3 mos
Commonwealth Financial Network
May 2022 - Present · 4 yrs
Commonwealth Financial NetworkBroker
February 2022 - Present · 4 yrs 3 mos
State Registrations12 states
AZCACOCTFLINNCNVNYOKTXWV
AdvisorBrokerBoth

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.