# Ryan Cortner

> Ryan Cortner is a fee-only financial advisor at Clearwell Group in Tampa, Florida, who holds the CFA credential. Ryan focuses on estate & legacy planning and family wealth transfer. Clearwell Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Clearwell Group
- **Based in:** Tampa, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $413.5M across 57 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7196948 (https://adviserinfo.sec.gov/individual/summary/7196948)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://clearwellgroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Clearwell Group 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, Clearwell Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Ryan Cortner based?

Ryan Cortner is based in Tampa, Florida.

### What does Ryan specialize in?

Ryan's specialties include estate & legacy planning and family wealth transfer. Ryan works with multi-generational families.

### What credentials does Ryan Cortner hold?

Ryan Cortner holds the CFA credential.

### Is Ryan Cortner registered with the SEC?

Yes. Ryan Cortner is registered as an investment adviser representative in FL (CRD 7196948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clearwell Group manage?

Clearwell Group reports $413.5M across 57 accounts in assets under management.

### How do I contact Ryan Cortner?

Through Ryan's website, clearwellgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7196948): 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://clearwellgroup.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.