William Ryan is a CFP-designated registered investment advisor at Fox Hill Wealth Management, based in Dedham, MA, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 372 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fox Hill Wealth Management charges an annual advisory fee based on the investment strategy used:
- Journey (growth holdings) — 3.0% per year
- Stability (utility holdings) — 3.0% per year
- Preservation (bond holdings) — 1.0% per year
- Legacy (stock, bond, and fund investments with options) — 1.0% per year
The fee is paid quarterly in advance, based on the value of your account on the last day of the billing period. Fees may be negotiable.
Location
84 Bridge Street, Dedham, MA, 02026
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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
William works as a tax preparer with Ryan Financial Strategies, dedicating a significant amount of time each week. He also owns rental properties in South Boston and Dorchester, MA, requiring minimal time each month.
Employment History
Current Registrations
Fox Hill Wealth Management
Previous Registrations
Beck Bode LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.