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Ryne Fessler

1 Year of Experience
Bakersfield, CA
Sells Insurance

Ryne Fessler is a registered investment advisor at World Investment Advisors, LLC, based in Bakersfield, CA, with 1 years of industry experience. Ryne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
362 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.

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Location

5401 Business Park South, Suite 122, Bakersfield, CA, 93309

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ryne works as a sales associate for PCF Insurance Services of the West LLC, brokering commercial insurance lines, dedicating about a quarter of his time. Ryne also works as a sales associate for The Lynn Company, an employee benefits brokerage group, dedicating full-time hours.

Employment History
Current Registrations
World Investment Advisors, LLC
March 2024 - Present · 2 yrs 4 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.