# Dann Ryan

> Dann Ryan is a fee-only financial advisor at Sincerus Advisory in New York, New York, who holds the CFP credential. Dann focuses on estate & legacy planning and retirement planning. Sincerus Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dann-ryan/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Sincerus Advisory
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $222.0M across 582 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning
- **CRD:** 5476606 (https://adviserinfo.sec.gov/individual/summary/5476606)
- **SEC registration:** Investment adviser representative in CA, NJ, NY, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://sincerusadv.com

## Frequently asked questions

### Is Dann Ryan a fee-only financial advisor?

Yes. Dann Ryan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dann's firm.

### How does Dann Ryan charge for financial advice?

Dann's firm, Sincerus Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dann Ryan based?

Dann Ryan is based in New York, New York.

### What does Dann Ryan specialize in?

Dann Ryan's specialties include estate & legacy planning and retirement planning.

### What credentials does Dann Ryan hold?

Dann Ryan holds the CFP credential.

### Is Dann Ryan registered with the SEC?

Yes. Dann Ryan is registered as an investment adviser representative in CA, NJ, NY and TX (CRD 5476606), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sincerus Advisory manage?

Sincerus Advisory reports $222.0M across 582 accounts in assets under management.

### How do I contact Dann Ryan?

Through Dann Ryan's website, sincerusadv.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/dann-ryan-10937): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sincerusadv.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.