Ryan Leary
asendo wealth · Columbus, Ohio
Ryan Leary is a fee-only financial advisor at asendo wealth in Columbus, Ohio, who holds the CFP credential. Ryan focuses on international & expat planning, estate & legacy planning and tax planning. asendo wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | asendo wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $866.5M across 3,609 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6949331 |
| Exams passed | Series 66 (2020) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.tsgadvice.com |
How Ryan's firm compares
- asendo wealth's average account is about $240,000, from its Form ADV (assets managed divided by 3,609 accounts).
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Questions about Ryan
Is Ryan Leary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and asendo wealth 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, asendo wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Leary based?
Ryan Leary is based in Columbus, Ohio.
What does Ryan specialize in?
Ryan's specialties include international & expat planning, estate & legacy planning, tax planning and family wealth transfer.
What credentials does Ryan Leary hold?
Ryan Leary holds the CFP credential.
Is Ryan Leary registered with the SEC?
Yes. Ryan Leary is registered as an investment adviser representative in OH (CRD 6949331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does asendo wealth manage?
asendo wealth reports $866.5M across 3,609 accounts in assets under management.
How do I contact Ryan Leary?
Through Ryan's website, www.tsgadvice.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
- asendo wealth 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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