Ryan Cass is a registered investment advisor at Beacon Financial Advisory LLC, based in Cleveland, OH, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 1,077 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Advisory offers two investment management options:
- Wrap Fee Portfolio Management: Fees are a percentage of your portfolio, up to 1.80% annually. The exact fee is negotiable for portfolios over $2,000,001.
- Non-Wrap Portfolio Management: Fees are a percentage of your portfolio, up to 1.61% annually. The exact fee is negotiable for portfolios over $2,000,001.
Location
25825 Science Park Dr., Suite 110, Cleveland, OH, 44122
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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 ActivitiesSells Insurance
Ryan is the Operations Manager for Beacon Financial Partners and an investment advisor representative. He also sells fixed life insurance and annuities through Ash Brokerage, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
State Registrations15 states
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.