Ryan Robaugh is a CFP-designated registered investment advisor at Ritter Daniher Financial Advisory LLC, based in Concord, OH, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 423 clients with $610M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Certain assets may be carved out from the fee calculation if they are valued at over $100,000 and are at least 10% of client's assets under management.
Fee Estimator
Location
9930 Johnnycake Ridge Road, Suite 2B, Concord, OH, 44060
Get directionsHistory
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 participates in motorcycle drag racing. This activity is not investment-related and takes minimal time during the trading day.
Employment History
Current Registrations
Ritter Daniher Financial Advisory LLC
Previous Registrations
Hickory Asset Management, INC.
L.M. Kohn & Company
State Registrations2 states
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.