RS
CFP
RS
CFP

Ronan Sramek

1 Year of Experience
Lawrence, KS

Ronan Sramek is a CFP-designated registered investment advisor at Rademacher Financial, INC., based in Lawrence, KS, with 1 years of industry experience. Ronan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 343 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
343 clients
Average Client Portfolio
$683K average
Assets Under Management
$234.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees depend on asset size, services provided, and strategy, but will not exceed 2.0% and are negotiable. Annuities included in management are billed separately at a non-negotiable 1.00% annual rate in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1505 Kasold Drive, Lawrence, KS, 66047

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rademacher Financial, INC.
November 2024 - Present · 1 yr 11 mos
State Registrations1 state
KS
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.
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