Ryan Derousseau
Ryan Derousseau is a CFP-designated registered investment advisor at United Financial Planning Group LLC, based in Huntington Station, NY, 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 Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 198 clients with $310M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. The annual fee range for the first $1,000,000 is 0.75% to 1.00%. The annual fee range for any amount over $1,000,000 is 0.25% to 0.50%.
Fee Estimator
Contact
Ryan Derousseau
Location
Huntington Station, NY
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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 →Other Business Activities
Ryan is a sole member of Thinking Cap, LLC, providing coaching, business advising, and marketing direction, dedicating about 10-20% of his time. Ryan is also a full-time, self-employed founder, director, and writer for RMD Media, Inc., spending about half of his time writing on topics related to personal finance and other general topics.
Employment History
Current Registrations
United Financial Planning Group LLC
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
Additional Information
Ryan Derousseau specializes in working with the self-employed, families managing change and those looking to get more out of their finances. When working with the self-employed, he has a particular specialty with therapists and private and group practitioners, but also works with doctors, writers and engineers, enabling them to thrive financially so they can focus on clients. He's taken his years of experience working for himself and his deep knowledge of the financial space to build a process to help clients align their business or family goals, and secure their future.