Ryan Gelrod
Fairman Financial · Chesterbrook, Pennsylvania
Ryan Gelrod is a fee-only financial advisor at Fairman Financial in Chesterbrook, Pennsylvania, who holds the CFA credential. Ryan focuses on tax planning, retirement planning and estate & legacy planning. Fairman Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fairman Financial |
|---|---|
| Based in | Chesterbrook, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $902.1M across 1,010 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2542098 |
| Exams passed | Series 63 (1994) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.fairmanfinancial.com |
| Profile |
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Questions about Ryan
Is Ryan Gelrod a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Fairman Financial 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, Fairman Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Gelrod based?
Ryan Gelrod is based in Chesterbrook, Pennsylvania.
What does Ryan specialize in?
Ryan's specialties include tax planning, retirement planning and estate & legacy planning. Ryan works with ultra high net worth.
What credentials does Ryan Gelrod hold?
Ryan Gelrod holds the CFA credential.
Is Ryan Gelrod registered with the SEC?
Yes. Ryan Gelrod is registered as an investment adviser representative in PA (CRD 2542098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairman Financial manage?
Fairman Financial reports $902.1M across 1,010 accounts in assets under management.
How do I contact Ryan Gelrod?
Through Ryan's website, www.fairmanfinancial.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
- Fairman Financial 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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