# Ryan Klinger

> Ryan Klinger is a fee-only financial advisor at Lafayette Investments in Ashton, Maryland. Ryan charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more).

Page: https://find.wellspent.co/advisors/ryan-klinger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lafayette Investments
- **Based in:** Ashton, Maryland
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $942.8M across 611 accounts
- **CRD:** 4710932 (https://adviserinfo.sec.gov/individual/summary/4710932)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (2004), Series 65 (2021)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.lafayetteinvestments.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Lafayette Investments 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.

### How much does Ryan charge?

According to Lafayette Investments's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Ryan Klinger based?

Ryan Klinger is based in Ashton, Maryland.

### Is Ryan Klinger registered with the SEC?

Yes. Ryan Klinger is registered as an investment adviser representative in MD (CRD 4710932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lafayette Investments manage?

Lafayette Investments reports $942.8M across 611 accounts in assets under management.

### How do I contact Ryan Klinger?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4710932): 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
- The firm's website (https://www.lafayetteinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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