Ryan Mason
Mason Wealth Strategies · Cumming, Georgia
Ryan Mason is a fee-only financial advisor at Mason Wealth Strategies in Cumming, Georgia, who holds the CFP credential. Ryan charges a percentage of assets and hourly fees (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Mason Wealth Strategies |
|---|---|
| Based in | Cumming, Georgia |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $5.2M across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6648373 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.masonws.com |
| Profile |
How Ryan's firm compares
- Mason Wealth Strategies's average account is about $245,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Ryan
Is Ryan Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Mason Wealth Strategies 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 and hourly fees.
How much does Ryan charge?
According to Mason Wealth Strategies's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Ryan Mason based?
Ryan Mason is based in Cumming, Georgia.
What does Ryan specialize in?
Ryan's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Ryan Mason hold?
Ryan Mason holds the CFP credential.
Is Ryan Mason registered with the SEC?
Yes. Ryan Mason is registered as an investment adviser representative in GA (CRD 6648373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mason Wealth Strategies manage?
Mason Wealth Strategies reports $5.2M across 21 accounts in assets under management.
How do I contact Ryan Mason?
Through Ryan's website, www.masonws.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
- Mason Wealth Strategies 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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