Ryan Thomsen is a registered investment advisor at First Oak Wealth Management, LLC, based in Raleigh, NC, with 15 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 202 clients with $270M 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fee rate may differ for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
9131 Anson Way, Suite 200, Raleigh, NC, 27615
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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 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
Previous Registrations
Great Lakes & Atlantic Wealth Management and Advisory Partners
Oak City Consulting, LLC
Edward Jones
State Registrations1 state
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