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Ryan Miller Rasmussen

Advisor at Fully Financial — Athens, GA

Updated today

Credentials

CFP®

Experience

1 year

Location

Athens, GA 30601

Fully Financial logo

Fully Financial

Supported

Total advisors

2

Clients per advisor

60 High

Avg AUM per client

$909,657 Typical

HNW client ratio

29% Typical

About

Ryan Rasmussen is a CFP® professional with one year of industry experience, currently with Fully Financial in Athens, GA. His prior roles include positions at the University of Georgia and several wealth advisory firms. He also serves as a Personal Finance Educator for the Teachers Retirement System of Georgia, conducting educational presentations for retirement system participants. Fully Financial is a fee-only SEC-registered investment adviser serving affluent and emerging-affluent households, related entities, endowments, and corporate retirement plans. The firm offers comprehensive wealth management with an investment approach based on Modern Portfolio Theory, emphasizing diversified, passive portfolios with active asset allocation and tax-aware strategies.

Client services

Based on Fully Financial

Financial planning Portfolio management Pension consulting

Expertise

Based on Fully Financial

General retirement planning Retirement income strategy Tax-loss harvesting Business succession planning

Occupation focus

Based on Fully Financial

Founder/Business Owner Retired

Demographic focus

Based on Fully Financial

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

Fixed/project-based financial planning fees, negotiated and disclosed in Advisory Agreement

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Project-based

$200 to $400 per hour for financial planning services, depending on staff expertise and complexity

Other

Account minimum: $450,000 Minimum fee: $4,500 annually (for clients with less than $450,000 assets); $5,000 annually (minimum fee for corporate retirement plan management and pension consulting services) Fee-only: Fee-only investment management, financial planning, and consulting services; no commissions

Location

Athens, GA

295 W Clayton St, Suite 100 B

Athens GA 30601

Advisors at this office

2

Most active in

Georgia · Louisiana

Work history

1 year of industry experience

Fully Financial, LLC

2025 - Present • 1 year

Athens, GA

University of Georgia

2024 - 2025 • 1 year

Athens, GA

University of Georgia

2022 - 2024 • 2 years

Athens, GA

Elwood & Goetz Wealth Advisory Group, LLC

2020 - 2022 • 2 years

Athens, GA

Abacus Wealth Partners

2019 - 2020 • 1 year

San Mateo, CA

Yeske Buie

2017 - 2019 • 2 years

San Francisco, CA

University of Georgia

2015 - 2017 • 2 years

Dahlonega, GA

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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Dwight L

Series 63, Series 65

Athens, GA

Langley Wealth Management

Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.

Wealth management

Cecil S

CFP®

Athens, GA

ARCH Financial Planning, LLC

Arch Financial Planning is a fee-only, fiduciary firm based in Oconee County, serving clients across Athens, Watkinsville, Monroe, Social Circle, and the Lake Oconee area. We specialize in helping retirees and those approaching retirement turn years of saving into a clear, tax-efficient income plan. Our clients are often successful professionals and business owners who want more than generic advice—they want a coordinated strategy that aligns their investments, taxes, and long-term goals. Our planning process is built around simplifying complex financial decisions. We focus on retirement income planning, tax strategy, Social Security timing, and portfolio design—helping clients understand how to draw income sustainably while minimizing unnecessary taxes. This includes strategies like Roth conversions, managing required minimum distributions, and structuring portfolios to support both stability and long-term growth. Every recommendation is grounded in a comprehensive financial plan, not product sales or one-size-fits-all models. At Arch Financial Planning, we believe great advice starts with a strong relationship. We work closely with each client to provide ongoing guidance, proactive planning, and clarity through every stage of retirement. If you're nearing retirement or already retired and want confidence that you're making the most of what you've built, we help you turn complexity into a clear, actionable plan. Arch Financial Planning partners with clients who want clarity and proactive guidance—crafting retirement plans that incorporate Social Security timing, tax-efficient withdrawal strategies, Roth conversion analysis, investment allocation, healthcare planning, estate considerations, and long-term financial security. Whether you're in Athens, Metro Atlanta, North Georgia, or along the Georgia coast, Arch Financial Planning delivers personalized, modern financial planning to help you retire with confidence and live a life aligned with your values.

General retirement planning General estate planning guidance General tax planning Baby Boomers (Born 1946-1964)
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Kyle R

Series 65

Athens, GA

TROIKA CAPITAL ADVISORS, LLC

Kyle Roney is a Series 65-credentialed financial advisor with 19 years of industry experience, currently operating as the sole advisor at TROIKA CAPITAL ADVISORS, LLC since 2010. Based in Athens, GA, he focuses on discretionary portfolio management and financial planning. Troika Capital Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and pension or profit-sharing plans. The firm manages approximately $44 million using fundamental analysis and a long-term trading approach, occasionally incorporating options strategies, and emphasizes individualized Investment Policy Statements to document client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Wealth management General retirement planning Charitable giving & philanthropy
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Talbert C

Series 63, Series 65

Athens, GA

Black Lake Capital Corp.

Talbert Cooper is a financial advisor with Black Lake Capital Corp. in Athens, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Black Lake Capital Corp. since 2008. Outside of advisory services, he is involved in private land management for a private holding, which may account for up to 10% of his time. Black Lake Capital is an independent SEC-registered investment adviser managing approximately $17.2 million for individuals, trusts, and limited partnerships. The firm employs a Modern Portfolio Theory-based approach with diversified strategies across equities, fixed income, and options, and provides portfolio management, investment counseling, and financial planning tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Randall C

ChFC®, Series 63

Athens, GA

RChristianFinancial Consultants, LLC "The Clients Fiduciary"

Randall Christian is the owner of RChristian Financial Consultants, LLC and holds the ChFC® designation with 19 years of industry experience. He has been with RChristian Financial Consultants since 2010 and also serves as owner and president of Christian Financial, Inc., a non-investment-related business. Prior to this, he worked at Transamerica Financial Advisors from 2003 to 2006. RChristian Financial serves individual clients, corporations, and retirement plan sponsors by providing discretionary asset management, comprehensive financial planning, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with portfolio construction focused on long-term buy-and-hold strategies, income, and growth objectives, while offering flexible trading to meet client goals.

Wealth management College savings (529s, UTMA, etc.) Long-term care insurance Disability insurance Founder/Business Owner
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Thomas G

Series 63, Series 65

Athens, GA

Liberty Street Capital, LLC

Thomas Greene III is the principal of Liberty Street Capital, LLC in Athens, GA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has led Liberty Street Investment Management since 2011. Outside of investment management, he serves as a director for Provident Resources Group, focusing on healthcare, housing, and government burden reduction. Liberty Street Capital provides fee-based, discretionary portfolio management primarily for pooled and entity clients. The firm employs an allocation-driven approach with diversified proprietary portfolios emphasizing low turnover and cost containment, and it maintains a unique affiliation with the principal’s legal practice.

Passive / index investing Active portfolio management
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