Ryan Willette
Advisor at Coston, McIsaac & Shea Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Coston, McIsaac & Shea Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bar Harbor, ME 04609-1806
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Ryan Willette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Coston, McIsaac & Shea Financial Advisors since 2021. He previously worked at Means Wealth Management for five years and is a co-owner of Little Flower Farm LLC, a business specializing in flowers and specialty produce. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering both discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, combining fundamental and technical analysis while generally avoiding frequent trading, margin, and options.
Based on Coston, McIsaac & Shea Financial Advisors
Based on Coston, McIsaac & Shea Financial Advisors
$0.00 - $250,000: 1.25% annually $250,000 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.60% annually
Account minimum: $250,000 Minimum fee: Minimum account size of $250,000 to open an account for management services; accounts below this minimum are not accepted.
38 Rodick Street Suite B
Bar Harbor, ME 04609-1806
Maine
Coston, McIsaac and Shea FA
2021 - Present (5 years)
Little Flower Farm
2020 - 2020 (1 year)
Means Wealth Management
2015 - 2020 (5 years)
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Real estate agent
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