Portia Ryan-Gerton
Transformation Wealth Management · Atlanta, Georgia
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.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Transformation Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $512K across 5 accounts |
| SEC registration | Investment adviser representative in GA · CRD 2199739 |
| Exams passed | Series 63 (1992) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.transformationwm.com |
| Profile |
How Portia's firm compares
- Transformation Wealth Management's average account is about $102,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Portia
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.
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
- Transformation 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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