Ryan Creegan
Ryan Creegan is a CFP-designated registered investment advisor at Sheltered Garden Financial Group LLC, based in Boxborough, MA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
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 | 1.25% |
| $500K - $1.8M | 1.00% |
| $1.8M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
85 Swanson Road, Suite 294, Boxborough, MA, 01719
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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 →Employment History
Current Registrations
Sheltered Garden Financial Group LLC
Previous Registrations
Creegan & Nassoura Financial Group, LLC
State Registrations1 state
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