# Ryan Hart

> Ryan Hart is a fee-only financial advisor at Optas in Dripping Springs, Texas, who holds the CFP credential. Optas reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-hart/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Optas
- **Based in:** Dripping Springs, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $881.9M across 685 accounts
- **Credentials:** CFP
- **CRD:** 7021941 (https://adviserinfo.sec.gov/individual/summary/7021941)
- **SEC registration:** Investment adviser representative in CA, TX, WA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.optastax.com/

## Frequently asked questions

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

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

### Where is Ryan Hart based?

Ryan Hart is based in Dripping Springs, Texas.

### What credentials does Ryan Hart hold?

Ryan Hart holds the CFP credential.

### Is Ryan Hart registered with the SEC?

Yes. Ryan Hart is registered as an investment adviser representative in CA, TX and WA (CRD 7021941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Optas manage?

Optas reports $881.9M across 685 accounts in assets under management.

### How do I contact Ryan Hart?

Through Ryan's website, www.optastax.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7021941): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.