Charles Ryan
Atlantic Financial Planning · Washington, District of Columbia
Charles Ryan is a fee-only financial advisor at Atlantic Financial Planning in Washington, District of Columbia, who holds the CFP credential. Charles charges hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $840 and $280 an hour).
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Facts
| Firm | Atlantic Financial Planning |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $840 · $280 an hour · No asset minimum |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD · CRD 5983202 |
| Disclosures | None reported |
| Website | atlanticfinancialplan.com |
How Charles's firm compares
- A one-time plan starts at $840, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $280, in line with the US median of $300 for fee-only firms that publish prices.
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Questions about Charles
Is Charles Ryan a fee-only financial advisor?
Yes. Charles Ryan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
How does Charles charge for financial advice?
Charles charges hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Charles charge?
According to Atlantic Financial Planning's website, checked October 28, 2026: one-time plans from $840; $280 an hour; no asset minimum.
Where is Charles Ryan based?
Charles Ryan is based in Washington, District of Columbia.
What credentials does Charles Ryan hold?
Charles Ryan holds the CFP credential.
Is Charles Ryan registered with the SEC?
Yes. Charles Ryan is registered as an investment adviser representative in DC and MD (CRD 5983202), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Charles Ryan?
Through Charles's website, atlanticfinancialplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Atlantic Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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