Ryan Genor
CLS Financial Advisors · Portland, Oregon
Ryan Genor is a fee-only financial advisor at CLS Financial Advisors in Portland, Oregon, who holds the PFS credential. Ryan charges a percentage of assets and an ongoing planning fee (1.25% a year on the first tier of assets managed) and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | CLS Financial Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $192.0M across 329 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OR · CRD 3130458 |
| Exams passed | Series 66 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.clsadvisors.com |
How Ryan's firm compares
- CLS Financial Advisors's average account is about $584,000, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Ryan
Is Ryan Genor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and CLS Financial 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 charges a percentage of assets and an ongoing planning fee.
How much does Ryan charge?
According to CLS Financial Advisors's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Ryan Genor based?
Ryan Genor is based in Portland, Oregon.
What does Ryan specialize in?
Ryan's specialties include tax planning and retirement planning.
What credentials does Ryan Genor hold?
Ryan Genor holds the PFS credential.
Is Ryan Genor registered with the SEC?
Yes. Ryan Genor is registered as an investment adviser representative in OR (CRD 3130458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CLS Financial Advisors manage?
CLS Financial Advisors reports $192.0M across 329 accounts in assets under management.
How do I contact Ryan Genor?
Through Ryan's website, www.clsadvisors.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
- CLS Financial 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.
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