Daniel Ryan Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,501,073
Clients
3
Advisors
1
of 1 employees
About
Daniel Ryan Financial LLC serves individual investors and a small number of institutional clients, including pension and profit-sharing plan sponsors, by providing portfolio management and financial planning services. The firm manages a modest asset base for a very small client roster and offers both one-time and ongoing planning engagements as well as pension consulting for employer-sponsored retirement plans.
The firm documents client objectives and risk tolerances in an Investment Policy Statement and typically operates with discretionary authority to implement tailored investment strategies. Its investment approach combines cyclical and fundamental analysis with modern portfolio theory and includes both long- and short-term trading across vehicles such as mutual funds, ETFs (including precious-metal ETFs), fixed income, REITs, annuities, TIPS, commodities, and non-U.S. securities.
What is distinctive is that, despite being a solo advisory practice with limited clients and assets, the firm provides employer-focused services—creating written pension consulting plans and delivering employee educational seminars about 401(k) fund options—which is uncommon among peers. The firm also does not rely on percentage-of-assets billing, instead using hourly or fixed-fee billing arrangements, and does not take custody of client assets.
Client services
Expertise
Fee options
$900 per quarter flat fee option for portfolio management and pension consulting; financial planning fees negotiable, attached as Exhibit II to agreement
$200 per hour for portfolio management, financial planning, and pension consulting services
Fee-only: $200 per hour; option for $900 per quarter flat fee (portfolio management and financial planning); pension consulting billed at $200 per hour not to exceed 2% or flat fee $900 per quarter ($3,600 annually)
Main office
Holly MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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