Ryan Kolstad
AP Investment Management · Mountain View, California
Ryan Kolstad is a fee-only financial advisor at AP Investment Management in Mountain View, California. Ryan charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $2,000) and focuses on equity compensation, retirement planning and flat-fee planning.
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- High earners
- Multi-generational families
Facts
| Firm | AP Investment Management |
|---|---|
| Based in | Mountain View, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · One-time plans from $2,000 · $500 an hour · 0.7%–1.1% a year of assets managed |
| Assets under management | $41.9M across 150 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7339106 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.apinvestmentmanagement.com |
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Questions about Ryan
Is Ryan Kolstad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and AP Investment 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 charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Ryan charge?
According to AP Investment Management's website, checked October 30, 2026: ongoing planning from $10,000 a year; one-time plans from $2,000; $500 an hour; 0.7%–1.1% a year of assets managed.
Where is Ryan Kolstad based?
Ryan Kolstad is based in Mountain View, California.
What does Ryan specialize in?
Ryan's specialties include equity compensation, retirement planning and flat-fee planning. Ryan works with founders, executives, tech employees, high earners and multi-generational families.
Is Ryan Kolstad registered with the SEC?
Yes. Ryan Kolstad is registered as an investment adviser representative in CA (CRD 7339106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AP Investment Management manage?
AP Investment Management reports $41.9M across 150 accounts in assets under management.
How do I contact Ryan Kolstad?
Through Ryan's website, www.apinvestmentmanagement.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
- AP Investment 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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