Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
202 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$267.6M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $20.0M0.75%
$20M+0.50%

Fees based on a graduated rate based on tier breakpoints.

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

9131 Anson Way, Suite 200, Raleigh, NC, 27615

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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 owns rental property in Raleigh, NC since 2015. He dedicates minimal time to this activity, and none during securities trading hours.

Employment History
Current Registrations
First Oak Wealth Management, LLC
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Great Lakes & Atlantic Wealth Management and Advisory Partners
March 2017 - May 2017 · 2 mos
Oak City Consulting, LLC
May 2015 - April 2017 · 1 yr 11 mos
Edward Jones
August 2010 - May 2015 · 4 yrs 9 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.