# Ryan Lantz

> Ryan Lantz is a fee-only financial advisor at Lantz Financial in Naperville, Illinois. Lantz Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-lantz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lantz Financial
- **Based in:** Naperville, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $994.1M across 3,250 accounts
- **CRD:** 7575448 (https://adviserinfo.sec.gov/individual/summary/7575448)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (2022), Series 65 (2024)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.lantzteam.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Lantz Financial 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, Lantz Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ryan Lantz based?

Ryan Lantz is based in Naperville, Illinois.

### Is Ryan Lantz registered with the SEC?

Yes. Ryan Lantz is registered as an investment adviser representative in IL (CRD 7575448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lantz Financial manage?

Lantz Financial reports $994.1M across 3,250 accounts in assets under management.

### How do I contact Ryan Lantz?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7575448): 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

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