Ryan Kelly
Spectrum Asset Management · Newport Beach, California
Ryan Kelly is a fee-only financial advisor at Spectrum Asset Management in Newport Beach, California. Ryan focuses on retirement planning and tax planning. Spectrum Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Mid-life transitions
Facts
| Firm | Spectrum Asset Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $657.3M across 932 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4394440 |
| Exams passed | Series 65 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.myspectrum.com |
| Profile |
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Questions about Ryan
Is Ryan Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Spectrum Asset 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, Spectrum Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Kelly based?
Ryan Kelly is based in Newport Beach, California.
What does Ryan specialize in?
Ryan's specialties include retirement planning and tax planning. Ryan works with executives, retirees and mid-life transitions.
Is Ryan Kelly registered with the SEC?
Yes. Ryan Kelly is registered as an investment adviser representative in CA and TX (CRD 4394440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spectrum Asset Management manage?
Spectrum Asset Management reports $657.3M across 932 accounts in assets under management.
How do I contact Ryan Kelly?
Through Ryan's website, www.myspectrum.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
- Spectrum Asset Management 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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