RL
CFP
RL
CFP

Ryan Linenger

16 Years of Experience
Schaumburg, IL

Ryan Linenger is a CFP-designated registered investment advisor at Plante Moran Financial Advisors, based in Schaumburg, IL, with 16 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,817 clients with $23B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
3,817 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$23.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.40%
$25M+0.30%

Exceptions to the published fee schedule apply to clients who engaged our services under a prior fee schedule or will be considered on an individual case basis. Fees for services provided to clients of Plante Moran Trust are subject to the Agreement between those affiliated entities and vary from the rates above.

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

200 N Martingale Rd, 9th floor, Schaumburg, IL, 60173

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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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Other Business Activities

Ryan is a partner at Plante & Moran PLLC in Southfield, MI. He also serves as a board member for Wheaton Christian Grammar School, dedicating minimal time to this role.

Employment History
Current Registrations
Plante Moran Financial Advisors
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Linenger Wealth Management, LLC
March 2010 - December 2017 · 7 yrs 9 mos
State Registrations5 states
CAILLAMITX
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.
Ryan Linenger - Financial Advisor | TrueAdvisor