Advisor at Off the Beaten Path Financial
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
Wilsall, MT
Credentials
Series 65
Industry experience
3 years
Ryan Sullivan is a financial advisor with Off the Beaten Path Financial, holding a Series 65 designation and three years of industry experience. Before founding his independent advisory firm, he worked in plumbing and engineering sectors for over a decade. Off the Beaten Path Financial is a fee-only, independent advisory firm serving individual clients, employer retirement plans, and pension and profit-sharing plans. The firm combines pension consulting and 3(38) retirement plan services with explicit digital-asset strategies and business-planning offerings, utilizing a blend of passive and active investment approaches.
Based on Off the Beaten Path Financial
Based on Off the Beaten Path Financial
Based on Off the Beaten Path Financial
Financial Planning fixed fees range from $1,000 - $25,000; Business Planning fixed fees range from $2,000 - $25,000; Retirement Plan Management fixed fees up to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50% All Digital Assets+: 2.65%
Financial Planning services charged at $400 per hour
Business Planning ongoing monthly fee of $1,000 - $5,000
Fee-only: Financial Planning: Fixed fee $1,000 - $25,000 or hourly at $400/hr; Business Planning: Fixed fee $2,000 - $25,000 and/or ongoing monthly fee $1,000 - $5,000; Retirement Plan Management: Fixed fee up to $10,000 plus 0.25% - 0.50% of assets
Wilsall, MT
Montana
Off the Beaten Path Financial LLC
2022 - Present (4 years)
Williams Plumbing (formerly Harvey's Plumbing & Heating)
2018 - 2024 (6 years)
CTA Architects & Engineers (now Cushing Terrell)
2013 - 2018 (5 years)
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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