Ronald Loyo
Expressive Wealth · Orlando, Florida
Ronald Loyo is a fee-only financial advisor at Expressive Wealth in Orlando, Florida. Expressive Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Expressive Wealth |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.2M across 468 accounts |
| SEC registration | Investment adviser representative in FL, IL · CRD 4807504 |
| Exams passed | Series 66 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | expressivewealth.com |
How Ronald's firm compares
- Expressive Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about Ronald
Is Ronald Loyo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Expressive Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Expressive Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Loyo based?
Ronald Loyo is based in Orlando, Florida.
Is Ronald Loyo registered with the SEC?
Yes. Ronald Loyo is registered as an investment adviser representative in FL and IL (CRD 4807504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Expressive Wealth manage?
Expressive Wealth reports $165.2M across 468 accounts in assets under management.
How do I contact Ronald Loyo?
Through Ronald's website, expressivewealth.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
- 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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