Ryan Geary is a CFP-designated registered investment advisor at Resolute Wealth Advisor, INC., based in Findlay, OH, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 366 clients with $260M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Location
1100 East Main Cross Street, Suite 157, Findlay, OH, 45840
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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 properties, including one at 1209 Cherry St. Fremont, OH 43420, since 2018 and is also the owner of G & J Northwest Rentals, LLC since 2017. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Resolute Wealth Advisor, INC.
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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