# Portia Ryan-Gerton

> Portia Ryan-Gerton is a fee-only financial advisor at Transformation Wealth Management in Atlanta, Georgia. Portia charges a one-time planning fee and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/portia-ryan-gerton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Transformation Wealth Management
- **Based in:** Atlanta, Georgia
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $512K across 5 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2199739 (https://adviserinfo.sec.gov/individual/summary/2199739)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1992), Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.transformationwm.com/

## Frequently asked questions

### Is Portia Ryan-Gerton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Portia holds no broker registration, and Transformation Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Portia charge for financial advice?

Portia charges a one-time planning fee and an ongoing planning fee.

### Where is Portia Ryan-Gerton based?

Portia Ryan-Gerton is based in Atlanta, Georgia.

### Is Portia Ryan-Gerton registered with the SEC?

Yes. Portia Ryan-Gerton is registered as an investment adviser representative in GA (CRD 2199739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Transformation Wealth Management manage?

Transformation Wealth Management reports $512K across 5 accounts in assets under management.

### How do I contact Portia Ryan-Gerton?

Through Portia's website, www.transformationwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2199739): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://transformationwm.com/): specialties, clients served, and fees, checked October 30, 2026

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