Ryan Sapp is a registered investment advisor at Integrity Financial Corporation, based in Jackson, WY, with 10 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, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,825 clients with $680M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
1,825 clients
Average Client Portfolio
$373K average
Assets Under Management
$680.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $25.0M1.00%
$25M+0.75%

Fees are negotiable.

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

680 S. Cache St., Suite 100 - 7403, Jackson, WY, 83001

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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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Employment History
Current Registrations
Integrity Financial Corporation
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
TD Ameritrade, INC.Broker
August 2014 - December 2016 · 2 yrs 4 mos
State Registrations2 states
WAWY
Advisor

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
No exam information available for this advisor.
Ryan Sapp - Financial Advisor | TrueAdvisor