Ryan Peeler
Advisor at IHT Wealth Management LLC — Tampa, FL E Jackson
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.
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.
Credentials
Series 66
Experience Industry experience
5 years
Location
Tampa, FL 33602
IHT Wealth Management LLC
Multi-team
Ryan Peeler is a financial advisor at IHT Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and has worked at IHT Wealth Management, LPL Financial, Royal Alliance, Midflorida Credit Union, and Boing Jump Center. He also manages Peeler Financial, a separate business entity for tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios across various asset classes and offers discretionary asset management, financial planning, ERISA consulting, and a proprietary wrap-fee program through a network of approximately 153 advisers.
Based on IHT Wealth Management LLC
Based on IHT Wealth Management LLC
Financial planning fixed fees available, negotiated per client.
Advisory professionals may receive commissions for sale of mutual funds, securities, insurance products.
Financial planning hourly fees range from $250 to $600 depending on complexity.
Account minimum: $5,000 Fee-only: Annual fee up to 2% of assets under management, negotiated individually; financial planning fees $250-$600 per hour or fixed fee basis.
Tampa, FL E Jackson
401 E Jackson
Tampa FL 33602
Advisors at this office
9
Florida
5 years of industry experience
IHT Wealth Management LLC
2020 - Present • 6 years
Tampa, FL
LPL Financial, llc
2020 - Present • 6 years
Tampa, FL
Royal Alliance
2019 - 2020 • 1 year
Tampa, FL
Midflorida Credit Union
2018 - 2019 • 1 year
Lakeland, FL
Boing Jump Center
2015 - 2018 • 3 years
Tampa, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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