Ryan Munoz
Ryan Munoz is a registered investment advisor at Clairalpha Advisors LLC, based in Frisco, TX, with 3 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 14 clients with $3.7M 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 $3.0M | 0.95% |
| $3.0M - $7.5M | 0.65% |
| $7.5M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable. ClairAlpha Advisors may waive agreed-upon financial planning fees if you engage their asset management services.
Fee Estimator
Location
5 Cowboys Way, Suite 300, Frisco, TX, 75034
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Ryan provides investment advisory services through Trance3nd, dedicating about half his time. He also sells insurance through Advisors Excel for a few hours per week and coordinates wealth planning for clients through Wealth Strategies Advisory Group full-time.
Employment History
Current Registrations
Clairalpha Advisors LLC
Realta Equities, INC.Broker
Previous Registrations
Realta Investment Advisors, INC
Transce3nd LLC
Inspire Advisors, LLC
Brokers Financial
State Registrations1 state
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
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