Ryan Thomas Tomer
Advisor at Sequoia Financial Group, L.L.C. — Tampa, FL
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
CFP®, Series 63, Series 65
Experience Industry experience
25 years
Location
Tampa, FL 33607
Sequoia Financial Group, L.L.C.
Enterprise
Ryan Tomer is a CFP® with 25 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has held roles at Sequoia Financial Advisors, LLC and Provise Management Group, and previously worked with USAA financial planning services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, drawing on fundamental, technical, and cyclical analysis, and offers unique services such as acting as sponsor and sub-advisor to an affiliated ETF as well as administering the American Center for Philanthropy.
Based on Sequoia Financial Group, L.L.C.
Based on Sequoia Financial Group, L.L.C.
Wealth Planning Service Fees include fixed flat fees from $1,500 to $10,000+ depending on plan type; Trustee Support Services setup fee $0-$2,500
$0+: Negotiable percentage based on assets under management; varies by client and service complexity; no specified fixed tiers explicitly stated in brochure $0 - $2,000,000: 0.2625% (Schwab Advisor Network participation fee, absorbed by fee) $2,000,001 - $5,000,000: 0.2100% (Schwab Advisor Network participation fee, absorbed by fee) $5,000,001 - $15,000,000: 0.1575% (Schwab Advisor Network participation fee, absorbed by fee) $15,000,001+: 0.1050% (Schwab Advisor Network participation fee, absorbed by fee)
Some personnel are registered representatives of broker-dealers and may receive commissions on insurance and annuity products; commission-based advisory services exist via affiliated insurance and brokerage
Hourly charges possible for initial assessment and project work; specific rates not clearly stated
Performance fees charged for one private fund (Focus Fund) and a separate client account; legacy arrangements only, not offered to new clients
Minimum fee: Setup fee for Trustee Support Services ranging from $0 to $2,500 depending on complexity Fee-only: Wealth Planning Service Fees: $1,500 to $10,000+ depending on plan type, hourly fees possible; Fixed fees and hourly fees also referenced as negotiable
Tampa, FL
1410 N. Westshore Blvd., Suite 410
Tampa FL 33607
Advisors at this office
24
Florida · Texas
25 years of industry experience
Sequoia Financial Advisors, LLC
2019 - Present • 7 years
Tampa, FL
Sequoia Financial Group, LLC
2019 - Present • 7 years
Tampa, FL
Provise Management Group
2017 - 2019 • 2 years
Clearwater, FL
Kestra Financial, Inc.
2017 - 2019 • 2 years
Clearwater, FL
Unemployed
2017 - 2017 • 1 year
Wesley Chapel, FL
USAA Financial Planning Services
2011 - 2017 • 6 years
Tampa, FL
Merrill
2009 - 2011 • 2 years
MA
LPL Financial
2009 - 2009 • 1 year
Westborough, MA
Banc Of America Investment Services, Inc.
2006 - 2009 • 3 years
Westborough, MA
UBS Financial Services
2005 - 2006 • 1 year
Washington, DC
John Hancock Distributors Llc
2004 - 2005 • 1 year
Boston, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
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.
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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