Ryerson Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ryerson Financial, LLC is a small, advice-only financial planning firm that serves individuals, families, business owners, and entrepreneurs through written planning engagements. The firm provides tailored financial planning and investment guidance but does not manage client assets, maintain custody, or exercise discretionary investment authority; clients are responsible for implementing recommendations.
The firm’s investment advice emphasizes passive investment principles, diversification, tax-aware asset location, and behavioral-finance coaching, with planning topics that include cash flow, retirement coaching, multi-generational planning, tax considerations, and beneficiary review. Ryerson generally charges fixed planning fees and, in some engagements, bills for work on an hourly basis rather than using percentage-of-assets fees, and it invoices clients after services are delivered.
Distinctive elements include a sole founder/advisor who holds CFP® and Accredited Behavioral Finance Professional credentials and who also serves as the firm’s compliance officer, with policies intended to mitigate the conflict of supervising oneself. Ryerson’s limited scope—advice-only engagements, no custody or AUM-based compensation, and ad hoc account reviews—sets it apart from many peer firms that typically manage pooled or institutional assets and use asset-based billing.
Client services
Financial planning
Educational seminars or workshops
Expertise
Retirement income strategy
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Fixed fee financial planning agreements ranging from $3,600 to $10,000.
$300 per hour, billed in 10-minute increments.
Fee-only: Fixed fees typically range from $3,600 to $10,000 per engagement.
Main office location
Ryerson Financial, LLC
Houston TX, United States
Number of offices
1
Most active in
Ryerson Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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