Kyle Ray
Ridgeback Wealth Management · Peachtree City, Georgia
Kyle Ray is a fee-only financial advisor at Ridgeback Wealth Management in Peachtree City, Georgia. Kyle charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $3,000 a year and $250 an hour) and focuses on flat-fee planning, tax planning and retirement planning.
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Specialties
Facts
| Firm | Ridgeback Wealth Management |
|---|---|
| Based in | Peachtree City, Georgia |
| Fee model | Flat fee or retainer · Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · $250 an hour |
| Works virtually | Yes |
| Assets under management | $1.6M across 8 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7021695 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ridgebackwealth.com |
How Kyle's firm compares
- Ongoing planning starts at $3,000 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Ridgeback Wealth Management's average account is about $197,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Kyle
Is Kyle Ray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Ridgeback Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Kyle charge?
According to Ridgeback Wealth Management's website, checked October 30, 2026: ongoing planning from $3,000 a year; $250 an hour.
Does Kyle work with clients virtually?
Yes. Ridgeback Wealth Management says on its website that it works with clients remotely.
Where is Kyle Ray based?
Kyle Ray is based in Peachtree City, Georgia.
What does Kyle specialize in?
Kyle's specialties include flat-fee planning, tax planning, retirement planning and estate & legacy planning.
Is Kyle Ray registered with the SEC?
Yes. Kyle Ray is registered as an investment adviser representative in GA (CRD 7021695), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgeback Wealth Management manage?
Ridgeback Wealth Management reports $1.6M across 8 accounts in assets under management.
How do I contact Kyle Ray?
Through Kyle's website, www.ridgebackwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ridgeback Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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