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Ryan Matthew Holcomb

Advisor at Rockefeller Financial LLC — Spokane, WA

Updated today

Credentials

Series 66

Experience

8 years

Location

Spokane, WA

Rockefeller Financial LLC logo

Rockefeller Financial LLC

Enterprise

Total advisors

1,064

Across 135 offices

Clients per advisor

45 Low

Avg AUM per client

$1,718,381 Very High

HNW client ratio

32% High

About

Ryan Holcomb is a financial advisor at Rockefeller Financial LLC with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and Securitas Security Services USA. He serves as an adjunct professor and board member for Gonzaga University’s business school and alumni association. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management and operates as a registered broker-dealer, providing a wide range of investment and advisory services through its Private Advisor model and consolidated investment platform.

Client services

Based on Rockefeller Financial LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Rockefeller Financial LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Based on Rockefeller Financial LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees charged for certain financial planning reports and analyses

Percentage

$0+: up to 2% annually for Non-Discretionary Investment Advisory and Consulting Services $0+: up to 1.25% annually for Retirement Plan Services (asset-based fee) $0+: up to 0.60% annually for Rockefeller Personalized Portfolios program fee (based on average daily balance)

Commissions

Commission or transaction-based compensation for brokerage services and distribution fees/placement fees for certain alternative investments

Project-based

Hourly rates charged for financial planning services, if applicable

Other

Minimum fee: No minimum fee for Non-Discretionary Investment Advisory and Consulting Services; $5,000 minimum annual fee for Retirement Plan Services Fee-only: Flat fees or hourly fees for Financial Planning Services, negotiable and vary based on scope

Location

See office

Spokane, WA

Spokane WA

Advisors at this office

1

Most active in

Texas · Washington

Work history

8 years of industry experience

Rockefeller Financial LLC

2026 - Present • 1 year

Spokane, WA

Rockefeller Financial LLC

2021 - 2026 • 5 years

Olympia, WA

BANK of AMERICA, N.A.

2018 - 2021 • 3 years

Spokane, WA

Merrill

2018 - 2021 • 3 years

Spokane, WA

Securitas Security Services USA

2016 - 2018 • 2 years

Spokane, 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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Maxim M

CFP®

Mead, WA

Averton Wealth

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

General retirement planning Retirement income strategy Roth conversion strategy Wealth management Inheritance planning Retired Government Employee Self-Employed Engineering Professional Technology Professional Approaching retirement Retired Widow/Widower

Eric S

CFP®, Series 66, Series 63

Spokane, WA

Selkirk Wealth Advisors, LLC

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Wealth management Trust structures (GRAT, IDGT, revocable) Roth conversion strategy Founder/Business Owner Airline Pilot Self-Employed Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964) Approaching retirement Retired

Amy D

CFP®, Series 66

Spokane, WA

Stewardship Concepts Financial Services LLC

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

General retirement planning Income planning Retirement income strategy Roth conversion strategy Wealth management Retired Executive Approaching retirement Retired

Sarah W

Series 65, CFP®

Spokane, WA

Selkirk Wealth Advisors, LLC

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management

Noah S

CFP®, Series 65

Spokane, WA

Stewardship Concepts Financial Services LLC

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Retirement income strategy Medicare planning Roth conversion strategy Retirement withdrawal strategies Charitable giving tax strategies Retired Attorney Dentist Doctor or Medical Professional Executive Approaching retirement Retired

Eric C

CFP®, Series 63, Series 65

Spokane, WA

Quantum Financial Planning Services, Inc.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Retired Approaching retirement Retired
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