Ryan Dean
Kimery Wealth Management · Memphis, Tennessee
Ryan Dean is a fee-only financial advisor at Kimery Wealth Management in Memphis, Tennessee. Kimery Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kimery Wealth Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555M across 1,738 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7609207 |
| Exams passed | Series 63 (2024) · Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kimerywealth.com |
How Ryan's firm compares
- Kimery Wealth Management's average account is about $319,000, from its Form ADV (assets managed divided by 1,738 accounts).
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Questions about Ryan
Is Ryan Dean a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Kimery Wealth Management 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, Kimery Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Dean based?
Ryan Dean is based in Memphis, Tennessee.
Is Ryan Dean registered with the SEC?
Yes. Ryan Dean is registered as an investment adviser representative in TN (CRD 7609207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kimery Wealth Management manage?
Kimery Wealth Management reports $555M across 1,738 accounts in assets under management.
How do I contact Ryan Dean?
Through Ryan's website, www.kimerywealth.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
- 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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