Ryan Scheibe is a registered investment advisor at Targeted Wealth Solutions, based in Selma, TX, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 84 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Targeted Wealth Solutions offers financial planning and portfolio management as a bundled service. Clients pay a flat annual fee of $5,200, plus an additional fee of 0.25% per year on the amount of your portfolio above $500,000. This fee is calculated each quarter based on the value of your portfolio at the end of the quarter.
Location
Selma, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a Major in the United States Air Force since 2011, currently participating in the DOD Skill Bridge program until discharge. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Targeted Wealth Solutions
State Registrations2 states
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