Ryan Lacey
Roble Belko & Company · Sewickley, Pennsylvania
Ryan Lacey is a fee-only financial advisor at Roble Belko & Company in Sewickley, Pennsylvania, who holds the CFP credential. Ryan focuses on retirement planning, estate & legacy planning and family wealth transfer. Roble Belko & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Roble Belko & Company |
|---|---|
| Based in | Sewickley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $3,000,000 asset minimum |
| Assets under management | $1.55B across 1,146 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4698499 |
| Exams passed | Series 63 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | roblebelko.com |
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Questions about Ryan
Is Ryan Lacey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Roble Belko & Company 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, Roble Belko & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Ryan charge?
According to Roble Belko & Company's website, checked October 30, 2026: a $3,000,000 asset minimum.
Where is Ryan Lacey based?
Ryan Lacey is based in Sewickley, Pennsylvania.
What does Ryan specialize in?
Ryan's specialties include retirement planning, estate & legacy planning, family wealth transfer and founders (pre-exit). Ryan works with founders, executives, high earners and multi-generational families.
What credentials does Ryan Lacey hold?
Ryan Lacey holds the CFP credential.
Is Ryan Lacey registered with the SEC?
Yes. Ryan Lacey is registered as an investment adviser representative in PA and TX (CRD 4698499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roble Belko & Company manage?
Roble Belko & Company reports $1.55B across 1,146 accounts in assets under management.
How do I contact Ryan Lacey?
Through Ryan's website, roblebelko.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
- Roble Belko & Company 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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