# Ryan Cass

> Ryan Cass is a fee-only financial advisor at Beacon Financial Partners in Cleveland, Ohio. Ryan focuses on retirement planning, tax planning and estate & legacy planning. Beacon Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Beacon Financial Partners
- **Based in:** Cleveland, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $900.7M across 2,542 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7540639 (https://adviserinfo.sec.gov/individual/summary/7540639)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2023)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.beaconplanners.com

## Frequently asked questions

### Is Ryan Cass a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Beacon Financial Partners 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, Beacon Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ryan Cass based?

Ryan Cass is based in Cleveland, Ohio.

### What does Ryan specialize in?

Ryan's specialties include retirement planning, tax planning and estate & legacy planning. Ryan works with retirees and pre-retirees.

### Is Ryan Cass registered with the SEC?

Yes. Ryan Cass is registered as an investment adviser representative in OH (CRD 7540639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Financial Partners manage?

Beacon Financial Partners reports $900.7M across 2,542 accounts in assets under management.

### How do I contact Ryan Cass?

Through Ryan's website, www.beaconplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7540639): 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://beaconplanners.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.