Ryan Uszenski is a registered investment advisor at Ascentis Wealth Management, LLC, based in Dallas, TX, with 22 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 245 clients with $560M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
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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 is the president of Can Man dba Best Bev, a manufacturing company, dedicating about 10-20% of his time. He is also a limited partner in XO Energy World Wide, a risk management consulting firm, also dedicating about 10-20% of his time, and a member of MCOB VI, LLC, which owns a Ritz-Carlton residence, and a board member of Patience Assist VI, a not-for-profit, dedicating minimal time. Ryan is also the treasurer for the Virgin Islands Swimming Federation.
Employment History
Current Registrations
Ascentis Wealth Management, LLC
Previous Registrations
Org Partners
Wealthshield Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Maxim Group LLCBroker
State Registrations1 state
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.