Ryan Timothy Rippy
Advisor at Dynamic — Payson, AZ
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 65
Experience Industry experience
2 years
Location
Payson, AZ
Dynamic
Multi-team
Ryan Rippy is a financial advisor with Dynamic, holding a Series 65 designation and one year of industry experience. He serves as Director of Montage Financial Education, a nonprofit offering financial education through online marketing and workshops. Additionally, he works as a Senior Loan Consultant with Desert Mountain Financial, Inc., and dedicates part of his time to insurance activities with Montage Insurance Services, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and provides a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support services for other advisers.
Based on Dynamic
Based on Dynamic
Fixed fees for financial planning projects may range from $1,000 to $50,000 depending on complexity.
$0+: Up to 2.25% annually, fees vary depending on type and complexity of strategy and account size; generally, larger accounts may have lower fees N/A - N/A: Fees may be negotiated and vary by Financial Adviser; some accounts may be charged higher fees due to complexity or active trading needs
Certain Financial Advisers are licensed to sell insurance products and receive commissions; Dynamic does not receive commissions.
Financial Planning hourly rates generally range from $150 to $500 per hour.
Retainer financial planning fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly.
Minimum fee: Some Financial Advisers establish minimum Fees, which can result in total fees exceeding 2.25% annually depending on account size and minimum fee amount. Fee-only: Investment Advisory Fees generally up to 2.25% annually, may include minimum fees; Financial Planning fees range from $150 to $500 per hour or fixed fees from $1,000 to $50,000 per project; Retainer fees generally range from $1,000 to $20,000 per year.
Payson, AZ
Payson AZ
Advisors at this office
1
Arizona
2 years of industry experience
Dynamic Wealth Advisors DBA Montage Private Wealth, LLC
2025 - Present • 1 year
Phoenix, AZ
Montage Private Wealth, LLC
2025 - 2025 • 1 year
Scottsdale, AZ
Montage Financial Education
2025 - Present • 1 year
Payson, AZ
Montage Private Wealth, LLC
2025 - Present • 1 year
Scottsdale, AZ
Desert Mountain Financial, Inc.
2024 - Present • 2 years
HIghlands Ranch, CO
Synergy Asset Management, LLC
2024 - 2025 • 1 year
Bellevue, WA
Synergy Asset Management, LLC
2018 - 2025 • 7 years
Bellevue, WA
Equity Advisor Services
2015 - 2018 • 3 years
Denver, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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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