Ryan Beckler
Verity Wealth Advisors · Sausalito, California
Ryan Beckler is a fee-only financial advisor at Verity Wealth Advisors in Sausalito, California. Verity Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Verity Wealth Advisors |
|---|---|
| Based in | Sausalito, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.5M across 52 accounts |
| SEC registration | Investment adviser representative in CA, NH · CRD 5594229 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.plannersearch.org/financial-advisor/evan-oliver |
How Ryan's firm compares
- Verity Wealth Advisors's average account is about $5.4 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Ryan
Is Ryan Beckler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Verity Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Verity Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Beckler based?
Ryan Beckler is based in Sausalito, California.
Is Ryan Beckler registered with the SEC?
Yes. Ryan Beckler is registered as an investment adviser representative in CA and NH (CRD 5594229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verity Wealth Advisors manage?
Verity Wealth Advisors reports $278.5M across 52 accounts in assets under management.
How do I contact Ryan Beckler?
Through Ryan's website, www.plannersearch.org/financial-advisor/evan-oliver.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sausalito
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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