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Ryan Stephen Sabol

Advisor at Mutual Advisors, LLC — Laguna Beach, CA

Updated today

Credentials

Series 66

Experience

22 years

Location

Laguna Beach, CA

Mutual Advisors, LLC logo

Mutual Advisors, LLC

Multi-team

Total advisors

154

Across 88 offices

Clients per advisor

63 Typical

Avg AUM per client

$916,008 High

HNW client ratio

23% Typical

About

Ryan Sabol is a financial advisor with Mutual Advisors, LLC, holding a Series 66 license and 22 years of industry experience. He has been with Mutual Advisors since 2013 and Mutual Securities Inc since 2004. He manages financial services consulting for family-controlled trust investments through his private consulting firm, Sabol Investments, LLC. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive strategies with multiple analytical approaches to tailor portfolios aligned with clients’ objectives, managing approximately $9.45 billion across 154 advisors.

Client services

Based on Mutual Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting

Expertise

Based on Mutual Advisors, LLC

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance

Occupation focus

Based on Mutual Advisors, LLC

Founder/Business Owner

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Fee options

Fixed

Financial Consultation Services charged as fixed fees negotiated per project, with potential retainers up to $1,200; may include pro-rated refunds if engagement terminates early.

Percentage

$0+: Up to 2.00% annually - varies and negotiable based on complexity, services provided, experience of the IAR, and asset size; fee structures include fixed flat percentage, tiered schedule applying different rates to asset levels, or linear fee schedules with breakpoints. $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, calculated and debited quarterly in arrears based on average daily balance; can be fixed flat percentage or tiered schedule. $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting services, negotiable; may be fixed flat percentage, tiered fee schedule, or linear fee schedule.

Commissions

IARs may receive commissions and trailing 12b-1 fees in their capacity as Registered Representatives of related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; however, advisory fees are not charged concurrently on those assets.

Project-based

Financial Consultation Services may be charged based on an hourly rate as negotiated for consulting services.

Other

Minimum fee: May include a minimum quarterly fee which may be waived at the IAR's discretion. Fee-only: Financial Consultation Services charged as fixed fees negotiated per project, not to exceed $1,200 retainer when services cannot be rendered within 6 months; fees may be hourly, percentage of assets, or flat fees.

Location

See office

Laguna Beach, CA

Laguna Beach CA

Advisors at this office

1

Most active in

California

Work history

22 years of industry experience

Mutual Advisors LLC

2013 - Present • 13 years

Omaha, NE

Mutual Securities Inc

2004 - Present • 22 years

Agoura Hills, CA

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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Samuel S

Series 66

Lake Forest, CA

Solid State Wealth Advisory Group

Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

Wealth management Tax strategies for small businesses

Justin K

Series 65

Irvine, CA

Klein Pavlis & Peasley Financial, Inc.

Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Options & derivatives strategies Active portfolio management General estate planning guidance Income planning Retirement income strategy Founder/Business Owner
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Nickolaos S

Series 66, Series 7

Irvine, CA

Equitable Advisors

Nickolaos Sigas is a financial advisor with Equitable Advisors in Irvine, CA. He holds a Series 66 designation and is affiliated with a firm that employs over 4,600 advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

Wealth management Annuities Tax-loss harvesting Passive / index investing Active portfolio management Founder/Business Owner Retired Self-Employed Military & Veterans Professional Athlete Approaching retirement Baby Boomers (Born 1946-1964) HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals
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Gary M

CFP®, Series 63, Series 65

Laguna Niguel, CA

Trusted Financial Advisors

Gary Miller is a CFP® professional with 14 years of industry experience, currently practicing at Trusted Financial Advisors in Laguna Niguel, CA. He has been with Trusted Financial Advisors since 2002 and also worked at Noble Wealth Management, Inc. since 2016. Trusted Financial Advisors is an independent firm serving primarily individuals and families, managing about $61 million in assets across roughly 46 client relationships. The firm provides fee-only financial planning and discretionary portfolio management, using a bottom-up fundamental investment approach with a variety of liquid securities and occasional use of unaffiliated sub-advisers.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management

Mark W

CFP®

Irvine, CA

Mile Wealth Management

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

General retirement planning Baby Boomers (Born 1946-1964)
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Amr E

Series 65

Irvine, CA

AM Wealth Solutions, LLC

Amr El Moselhy is the sole advisor at AM Wealth Solutions, LLC in Irvine, CA, holding a Series 65 designation with experience beginning in 2025. His prior roles include positions at Liberty Mutual Investments and the Boston Consulting Group. He is also the founder and CEO of AM Advisory, LLC, a strategy consulting firm serving both for-profit and nonprofit organizations, which he currently operates on a limited basis outside regular hours. AM Wealth Solutions, LLC is a fee-only investment advisory firm serving individuals, high-net-worth clients, and nonprofit institutions. The firm provides discretionary portfolio management with a focus on equities, ETFs, and fixed income, utilizing tactical asset allocation and risk management techniques, and also offers separate financial planning and consulting services.

General retirement planning Tax-loss harvesting ESG / Sustainable investing Active portfolio management
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