Ryan Cass
Beacon Financial Partners · Cleveland, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $900.7M across 2,542 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7540639 |
| Exams passed | Series 66 (2023) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.beaconplanners.com |
| Profile |
How Ryan's firm compares
- Beacon Financial Partners's average account is about $354,000, from its Form ADV (assets managed divided by 2,542 accounts).
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Questions about Ryan
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.
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
- Beacon Financial Partners 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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