Ryan Bennett
Kelda Wealth Management · Cuyahoga Falls, Ohio
Ryan Bennett is a fee-only financial advisor at Kelda Wealth Management in Cuyahoga Falls, Ohio, who holds the CFP credential. Ryan charges a percentage of assets and a one-time planning fee (one-time plans from $2,000 and 1.25% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and pension planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Kelda Wealth Management |
|---|---|
| Based in | Cuyahoga Falls, Ohio |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,000 · 1.25% a year on the first tier of assets managed · A $600,000 asset minimum |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, OH · CRD 6758928 |
| Exams passed | Series 63 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | keldawealth.com |
| Profile |
How Ryan's firm compares
- A one-time plan starts at $2,000, above the Ohio median of $1,500 for fee-only firms that publish prices.
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Questions about Ryan
Is Ryan Bennett a fee-only financial advisor?
Yes. Ryan Bennett is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.
How does Ryan charge for financial advice?
Ryan charges a percentage of assets and a one-time planning fee.
How much does Ryan charge?
According to Kelda Wealth Management's website, checked October 28, 2026: one-time plans from $2,000; 1.25% a year on the first tier of assets managed; a $600,000 asset minimum.
Where is Ryan Bennett based?
Ryan Bennett is based in Cuyahoga Falls, Ohio.
What does Ryan specialize in?
Ryan's specialties include retirement planning, estate & legacy planning, pension planning and small business owners. Ryan works with retirees and pre-retirees.
What credentials does Ryan Bennett hold?
Ryan Bennett holds the CFP credential.
Is Ryan Bennett registered with the SEC?
Yes. Ryan Bennett is registered as an investment adviser representative in LA and OH (CRD 6758928), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Ryan Bennett?
Through Ryan's website, keldawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Kelda Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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