Ryan Veldhuizen is a CFP-designated registered investment advisor at Catalyze Wealth Management, based in Carmel, IN, with 18 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 38 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The AUM fee of 0.5% is charged when Portfolio Management Services are available with Financial Planning Services. For standalone investment management services, without financial planning, the Firm generally charges 1% annually.
Fee Estimator
Contact
Ryan Veldhuizen
Location
550 Congressional Blvd., Suite 350, Carmel, IN, 46032
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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 →Employment History
Current Registrations
Catalyze Wealth Management
Previous Registrations
Capstone Wealth Advisors,inc.
Kessler Investment Group, LLC
City Securities Corporation
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.
Exams