Ryan Castro is a registered investment advisor at The Ameriflex Group, based in Bakersfield, CA. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 16,203 clients with $9.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
16,203 clients
Average Client Portfolio
$596K average
Assets Under Management
$9.7B
Fee Structure
Planning is included in investment management (also available separately)
The AmeriFlex Group offers multiple investment management programs with fees negotiated individually by each advisor.
- Cambridge Managed Account Platform and Third-Party Manager Services — Fees are charged as a percentage of your portfolio, typically ranging from 0.25% to 1.25% per year, billed monthly or quarterly in advance or in arrears.
- WealthPort Wrap Programs — Inclusive wrap fees cover advisory, custodial, and trading services, with rates set by your advisor depending on the selected strategy and program options.
- AssetMark Platform — Combines an advisor fee, a platform fee, and manager fees, with account minimums typically ranging from $10,000 to $1,000,000 depending on the investment solution.
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Location
6112 Auburn Oaks Drive, Bakersfield, CA, 93306
Get directionsHistory
Regulatory History (1)
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Financial
June 2024Final
Employment History
Current Registrations
The Ameriflex Group
April 2026 - Present · 6 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.
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