Ryan Klinger
Lafayette Investments · Ashton, Maryland
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).
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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 | $942.8M across 611 accounts |
| SEC registration | Investment adviser representative in MD · CRD 4710932 |
| Exams passed | Series 63 (2004) · Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lafayetteinvestments.com |
How Ryan's firm compares
- Lafayette Investments's average account is about $1.5 million, from its Form ADV (assets managed divided by 611 accounts).
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Questions about Ryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ashton
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
- Lafayette Investments 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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