Ryan Cooper
Verticus Advisors · Sandy, Utah
Ryan Cooper is a fee-only financial advisor at Verticus Advisors in Sandy, Utah, who holds the PFS credential. Ryan focuses on tax planning, small business owners and retirement planning. Verticus Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ryan →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Verticus Advisors |
|---|---|
| Based in | Sandy, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $692K across 9 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in TX, UT · CRD 7319761 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.verticusadvisors.com |
| Profile |
How Ryan's firm compares
- Verticus Advisors's average account is about $77,000, from its Form ADV (assets managed divided by 9 accounts).
Request an introduction to Ryan
Tell Ryan a little about what you're looking for. Ryan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ryan
Is Ryan Cooper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Verticus 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, Verticus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Ryan work with clients virtually?
Yes. Verticus Advisors says on its website that it works with clients remotely.
Where is Ryan Cooper based?
Ryan Cooper is based in Sandy, Utah.
What does Ryan specialize in?
Ryan's specialties include tax planning, small business owners, retirement planning and equity compensation. Ryan works with pre-retirees.
What credentials does Ryan Cooper hold?
Ryan Cooper holds the PFS credential.
Is Ryan Cooper registered with the SEC?
Yes. Ryan Cooper is registered as an investment adviser representative in TX and UT (CRD 7319761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verticus Advisors manage?
Verticus Advisors reports $692K across 9 accounts in assets under management.
How do I contact Ryan Cooper?
Through Ryan's website, www.verticusadvisors.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
- Verticus Advisors 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.
See something wrong? Request a correction. Read our methodology.