Ryan Nelson is a CFP-designated registered investment advisor at Rln Wealth, based in Plymouth, MN, with 4 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, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 9 clients with $20M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
The above fee schedule includes the Outside Manager’s fee. Investment Management clients may elect to engage RLNW for Ongoing Financial Planning services at no additional cost.
Fee Estimator
Contact
Ryan Nelson
Location
3350 Annapolis Lane N, Suite C, Plymouth, MN, 55447
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rln Wealth
Previous Registrations
Bgm Wealth Partners
State Registrations1 state
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
Additional Information
Ryan Nelson, founder and principal wealth manager of RLN Wealth brings a deep pedigree and wealth of experience supporting high-net-worth professionals. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional with an MS in Accounting and a Master’s of Business Administration. Ryan works to the highest fiduciary standards and planning excellence, he is principled, proactive and accessible to clients with a devotion to making their money mean more for their families.