Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FirstLine Financial charges an annual asset management fee of no more than 2.0%. This fee is negotiable based on various factors. Financial planning services are offered based on an hourly fee of $125 per hour or a flat fee between $1,500 and $3,000. Fees for financial plans are billed 50% in advance with the balance due upon plan delivery.
Areas of Practice
Advisor Information
Office location
5635 N Scottsdale Road #170, Scottsdale, AZ, 85250
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan works part-time as an engineer for the City of Phoenix since 2005. Since 2020, Ryan has also worked as an independent insurance agent with FirstLine Wealth Management LLC, selling life insurance and annuities, taking about half of his time. Ryan also owns STRKN LLC, selling machined parts, dedicating a few hours per week.