Ryan McKee
Catalyst Wealth Advisors · Newport Beach, California
Ryan McKee is a fee-only financial advisor at Catalyst Wealth Advisors in Newport Beach, California. Catalyst Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Catalyst Wealth Advisors |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $167.2M across 91 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6747254 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | catalystwealthllc.com |
| Profile |
How Ryan's firm compares
- Catalyst Wealth Advisors's average account is about $1.8 million, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Ryan
Is Ryan McKee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Catalyst Wealth Advisors 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, Catalyst Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Ryan McKee based?
Ryan McKee is based in Newport Beach, California.
Is Ryan McKee registered with the SEC?
Yes. Ryan McKee is registered as an investment adviser representative in CA and TX (CRD 6747254), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Catalyst Wealth Advisors manage?
Catalyst Wealth Advisors reports $167.2M across 91 accounts in assets under management.
How do I contact Ryan McKee?
Through Ryan's website, catalystwealthllc.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
- 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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