Advisor at Generational Private Wealth
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
San Juan, PR
Credentials
Series 65
Industry experience
16 years
Ryon Beyer is a financial advisor at Generational Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Hemington Wealth Management, LLC for ten years before joining Las Marias Consulting LLC. Generational Private Wealth serves high-net-worth individuals, trusts, employer-sponsored retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm focuses on strategic asset allocation, diversification, and fundamental analysis, managing accounts primarily through mutual funds and ETFs with ongoing supervision and rebalancing.
Based on Generational Private Wealth
0.25% to 1.25% annually (range depending on account size and services provided)
$500 per hour for advanced financial planning and consulting
Account minimum: $10,000,000 (may be waived at sole discretion of the firm) Fee-only: Annual wealth management fees range between 0.25% and 1.25% of assets under management; hourly financial planning fee of $500/hour
San Juan, PR
Puerto Rico
Las Marias Consulting LLC
2023 - Present (3 years)
Hemington Wealth Management, LLC
2013 - 2023 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Series 65
San Juan, PR
Socio-Economico
Carlos Vega Plaza is a financial advisor with Socio-Económico, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Consultiva Wealth Management Corp, Mutual of Omaha, Equitable Advisors, and AXA Advisors. Socio-Económico primarily serves organizational and pooled/institutional clients, offering investment management, retirement-plan design, and entity-focused advisory services. The firm combines pension consulting and executive training with a variety of billing methods, including subscriber-based materials, workshops, and hourly fees.
Series 63, Series 66
San Juan, PR
Concert Investment Advisory LLC
Antonio Ramirez is a financial advisor at Concert Investment Advisory LLC in San Juan, Puerto Rico, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Institute for Wealth Consultants, Inc., The Benchmark Company, LLC, and Rp Capital LLC, among others. Concert Investment Advisory LLC provides discretionary portfolio management and institutional consulting to individuals, including high-net-worth clients, and institutional clients. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and incorporates private funds, alternative investments, and active trading within client-specific Investment Policy Statements.
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