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Ryan Lynn Franklin

Advisor at Threadline Wealth — Yakima, WA

Updated today

Credentials

CFP®, Series 65

Experience

19 years

Location

Yakima, WA 98907

Threadline Wealth logo

Threadline Wealth

Multi-team

Total advisors

22

Across 10 offices

Clients per advisor

53 Typical

Avg AUM per client

$4,420,558 Very High

HNW client ratio

86% Very High

About

Ryan Franklin is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Moss Adams Wealth Advisors LLC since 2006 and concurrently serves as a Tax Senior Manager at Moss Adams, LLP, where he manages tax preparation, planning, and client relationships. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in assets using a core-and-satellite investment approach and provides both discretionary and non-discretionary portfolio management.

Client services

Based on Threadline Wealth

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Threadline Wealth

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Real estate investing Wealth management

Occupation focus

Based on Threadline Wealth

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning fees are structured as fixed fees billed in arrears.

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%

Project-based

Financial planning fees generally range from approximately $3,500 to $30,000 or more depending on engagement complexity.

Other

Account minimum: $1,000,000

Location

See office

Yakima, WA

402 E Yakima Ave Ste 110

Yakima WA 98907

Advisors at this office

1

Most active in

Washington

Work history

19 years of industry experience

Moss Adams Wealth Advisors LLC

2006 - Present • 20 years

Yakima, WA

Moss Adams, LLP

1998 - Present • 28 years

Yakima, WA

Disclosures

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

Business activities & affiliations

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Steven P

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Matthew D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.

Active portfolio management Concentrated stock management
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Kevin G

CFP®, Series 66

Yakima, WA

Alegria Asset Management

Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

William D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

William Dezellem is a CFA® charterholder with 28 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. Tieton Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth households, foundations, endowments, trusts, and pension plans. The firm specializes in a Small Cap Value equity strategy using a fundamentals-based, bottom-up process and also manages style-allocated portfolios with no-load mutual funds and ETFs for select clients.

Active portfolio management Concentrated stock management
user avatar

Craig M

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Craig Mendenhall is a financial advisor with Alegria Asset Management in Yakima, WA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with BBM Financial Services, Inc. and Alegria Asset Management since 1975 and has prior experience with New England Mutual Life Insurance dating back to 1976. Outside of advisory services, he owns and operates BBM Financial Services, which provides third-party administrator services for ERISA retirement plans. Alegria Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by offering investment management, financial planning, retirement plan consulting, and insurance/annuity products. The firm uses the Vision2020 Wealth Management Platform and manages portfolios primarily on a non-discretionary basis, combining RIA advisory services with broker-dealer and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Bennett W

Series 65

Yakima, WA

Surience Private Wealth LLC

Bennett Wood is a financial advisor at Surience Private Wealth LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at Surience Private Wealth, Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, foundations, and corporate entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to guide its investment approach, offering a range of wealth management and consulting services.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Divorce financial planning
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