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
3 years
Location
Wilsall, MT
Off the Beaten Path Financial
Independent
Total advisors
1Clients per advisor
29 HighAvg AUM per client
$210,450 LowHNW client ratio
0% LowRyan Sullivan is a financial advisor with Off the Beaten Path Financial and holds a Series 65 registration. He has three years of industry experience and previously worked in plumbing and engineering firms before joining his current practice. Off the Beaten Path Financial is an independent, fee-only advisory firm serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary investment management, financial and business planning, and advisory services for business owners, combining passive and active strategies with fundamental, technical, and cyclical analysis.
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
Wilsall MT
Advisors at this office
1
Montana
3 years of industry experience
Off the Beaten Path Advisors LLC
2026 - Present • 1 year
Wilsall, MT
Off the Beaten Path Financial LLC
2022 - Present • 4 years
Wilsall, MT
Williams Plumbing (formerly Harvey's Plumbing & Heating)
2018 - 2024 • 6 years
Bozeman, MT
CTA Architects & Engineers (now Cushing Terrell)
2013 - 2018 • 5 years
Bozeman, MT
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)