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Ryan Paul Forster

Advisor at Newedge Advisors — Overland Park, KS

Updated today

Credentials

CFP®, Series 66, Series 63

Experience

19 years

Location

Overland Park, KS 66213

Newedge Advisors logo

Newedge Advisors

Enterprise

Total advisors

604

Across 249 offices

Clients per advisor

81 High

Avg AUM per client

$813,531 High

HNW client ratio

27% High

About

Ryan Forster is a CFP® professional with 19 years of industry experience. He is currently with NewEdge Advisors and has held roles at several firms, including Cetera Advisors and Comprehensive Retirement Solutions. Outside of advisory work, he is a partner in a social club called E Social, where he oversees financials and operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services with an emphasis on centralized due diligence, technology integration, and multiple program structures to meet diverse client needs.

Client services

Based on Newedge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Newedge Advisors

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Newedge Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning up to $200,000; business consulting fees negotiable

Percentage

$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program

Commissions

Commissionable securities sales by representatives registered with broker-dealer affiliates

Project-based

Hourly consulting fees from $0 to $500

Subscriptions

Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay

Other

Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500

Location

See office

Overland Park, KS

7200 W. 132nd Street, Suite 190

Overland Park KS 66213

Advisors at this office

4

Most active in

Kansas · Texas

Work history

19 years of industry experience

NewEdge Advisors, LLC.

2024 - Present • 2 years

New Orleans, LA

Cetera

2024 - 2024 • 1 year

Schaumburg, IL

Prosperity Holdings, Llc

2022 - 2023 • 1 year

Overland Park, KS

Comprehensive Retirement Solutions (Crs)

2022 - 2023 • 1 year

Carmel, IN

Cetera Advisors LLC

2020 - 2024 • 4 years

Denver, CO

Prosperity Advisors

2020 - 2023 • 3 years

Overland Park, KS

Engage Advisors, LLC

2017 - 2020 • 3 years

Overland Park, KS

Cetera Advisors LLC

2013 - 2017 • 4 years

Denver, CO

U.S. Bancorp Investments, Inc.

2008 - 2010 • 2 years

Merrill

2007 - 2008 • 1 year

Kansas City, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Christopher K

Series 65, Series 66

Overland Park, KS

RPR Financial

Christopher Knowles is a financial advisor at RPR Financial with eight years at the firm and five years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he serves as Director of Ways and Means for the Santa Fe Trail Blazers, a community organization. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and offers services including discretionary portfolio management, model asset allocation strategies, and access to affiliated CPA and tax services.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
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Andrew H

CFP®, Series 66, Series 7, CFS®

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Wealth management Retirement income strategy Tax strategies for small businesses Business succession planning Inherited wealth Retired Executive Doctor or Medical Professional Engineering Professional Founder/Business Owner Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)

Lucas F

Series 66, ChFC®, Series 7, CRPC®, CFP®

Overland Park, KS

Proper Planning

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Retirement income strategy Roth conversion strategy General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner
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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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