Ryan Kephart, LLC. is a financial advisory firm that provides expert guidance to clients in managing their assets and achieving their financial goals. With years of experience and a dedicated team of professionals, the firm offers a wide range of financial services to assist clients in making informed and strategic decisions regarding their finances.
How does the advisor help clients – Key Takeaways:
- Creates customized financial plans tailored to individual needs and goals.
- Offers expert investment advice and helps clients build a well-diversified portfolio.
- Provides ongoing support and guidance to help clients navigate through financial challenges and unexpected events.
- Strives to educate clients about financial concepts and empower them to make informed decisions.
Facts and Insights
Ryan Kephart, LLC. has been in business for over 10 years and has established a strong reputation for providing high-quality financial advice and services. The firm currently manages over $500 million in assets and has a team of 15 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 10+ |
Financial Services Offered
Ryan Kephart, LLC. offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
The firm serves a wide range of clients, including:
- Individuals and families
- Business owners
- High net-worth individuals
- Retirees
- Young professionals
- Corporate executives
Fees & Compensation
Ryan Kephart, LLC. operates as a fee-only firm, meaning the firm’s income is derived solely from the fees they charge for their services. The fee structure is transparent and based on a percentage of the assets under management. This ensures that the firm’s advisors have the client’s best interests in mind when making financial recommendations, as their compensation is not dependent on the sale of particular products.
Background
Ryan Kephart, LLC. was founded by Ryan Kephart, a highly experienced and knowledgeable financial advisor. With a degree in finance and over 20 years of experience in the financial industry, Ryan is dedicated to helping his clients achieve financial success and security. He is committed to staying up-to-date with the latest financial trends and best practices to provide his clients with the best possible advice.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. Ryan Kephart, LLC. discloses any potential conflicts of interest to clients and operates with full transparency. The firm has a fiduciary responsibility to act in the best interest of their clients, meaning they must prioritize the client’s needs above their own.
In conclusion, Ryan Kephart, LLC. serves as a trusted financial expert for its clients, offering comprehensive services and personalized advice. With years of experience and a commitment to excellence, the firm is dedicated to helping clients achieve their financial goals and build a secure future.