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Ryan Langstaff

Advisor at Commonwealth Financial Network

Updated today

Location

Paso Roble, CA 93446

Credentials

Series 63, Series 65

Industry experience

22 years

About

Ryan Langstaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Independent Financial Group for 10 years and is currently co-owner of Legacy Retirement Advisors. Commonwealth Financial Network serves a national network of advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational support and investment solutions while allowing advisors discretion in portfolio construction within its supervised platform.

Client services

Based on Commonwealth Financial Network

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

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

565 8th St

Paso Roble, CA 93446

Most active in

California · Texas

Work history

Legacy Retirement Advisors

2023 - Present (3 years)

Commonwealth Financial Network

2023 - Present (3 years)

Independent Financial group

2013 - 2023 (10 years)

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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Series 63, Series 65

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General retirement planning General tax planning Wealth management Cash flow / budgeting
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Wealth management Retirement plans for business owners (SEP, solo 401k)
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Wealth management
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Annuities Private / alternative investments Concentrated stock management Retirement withdrawal strategies Founder/Business Owner Executive
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