RyZome Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ryzome serves individual and high‑net‑worth clients and provides ongoing asset management and financial planning and consulting. Like many supported firms, it emphasizes portfolio management for individual clients and addresses planning topics such as net worth statements, cash flow analysis, retirement strategy, and tax‑reduction planning.
The firm delivers discretionary asset management guided by client objectives, time horizons, and risk tolerance, using fundamental analysis and diversified vehicles (including mutual funds and ETFs) and monitoring for rebalancing and tax‑loss harvesting. Clients can impose investment restrictions and accounts are reviewed at least annually, with the firm documenting objectives and tailoring strategies to each client profile.
Ryzome is notable for managing roughly $86 million for about 468 clients with two advisors, producing a high client‑to‑advisor ratio (well north of 200 clients per advisor), which the brochure indicates is supported by standardized processes such as aggregated trading, custodial account reporting, and periodic reviews. The firm’s advisers also maintain outside insurance‑agency and tax‑filing practices (about 20% of their time), a disclosed potential conflict that the brochure says is mitigated by disclosure and fiduciary procedures.
Client services
Expertise
Fee options
Under $500,000 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $3,000,000: 0.75% Over $3,000,000+: 0.50%
$75 per hour for financial planning services
Minimum fee: Annual fixed fee up to $10,000, billed quarterly in advance; $25 annually for children/early investor accounts Fee-only: Financial planning and consulting fees charged hourly and/or ongoing annual fees; hourly fee $75/hour; ongoing annual fee up to $10,000, billed quarterly in advance
Main office
4121 Okemos Rd, Suite 24
Okemos MI 48864
Advisors at this office
2
Most active in
Michigan
Also doing business as
Ryzome Investment Advisors · Ryzome Investment Advisors, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Advisors at this firm
Kevin G
Series 63, Series 65
Okemos, MI
RyZome Investment Advisors
Kevin Gunns is a financial advisor with RyZome Investment Advisors in Okemos, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with RyZome since 2014. Outside of advisory services, he assists a few clients with tax preparation using TurboTax and holds a non-variable insurance license. RyZome serves individual and high-net-worth clients by providing ongoing asset management and financial planning. The firm emphasizes discretionary portfolio management tailored to client objectives, utilizing fundamental analysis and diversified investment vehicles, and manages approximately $86 million across about 468 clients.
Erin B
Series 65
Okemos, MI
RyZome Investment Advisors
Erin Ballor is a Series 65 credentialed advisor with RyZome Investment Advisors, where she has worked since 2016. She has eight years of industry experience. RyZome serves individual and high-net-worth clients by providing ongoing asset management, financial planning, and consulting. The firm emphasizes discretionary portfolio management tailored to client objectives, utilizing fundamental analysis and diversified investment vehicles, and manages approximately $86 million for about 468 clients.
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