Ryan Wahlers is a registered investment advisor at Lifeplan Group, based in Raleigh, NC. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 260 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifePlan Investment Advisors charges fees that may include an hourly fee, a predetermined planning fee, and/or an annual asset-based advisory fee, not to exceed 1.5%. These fees are detailed in a written agreement. If a client selects a Co-Advisor, Sub-Advisor, or Third-Party Manager, these fees are disclosed in writing prior to implementation. The maximum total asset-based annual fee will not exceed 2.0%, with LifePlan Investment Advisors' portion not exceeding 1.5%. Fees are negotiable.
Location
7201 Creedmoor Rd., Suite 147, Raleigh, NC, 27613
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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
Lifeplan Group
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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