Ryan Moran
Locus Wealth Management · West Chester, Pennsylvania
Ryan Moran is a fee-only financial advisor at Locus Wealth Management in West Chester, Pennsylvania, who holds the CFP credential. Ryan charges a percentage of assets and a one-time planning fee (one-time plans from $3,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Locus Wealth Management |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 · 1% a year on the first tier of assets managed |
| Assets under management | $17.5M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6962976 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | locuswealthmanagement.com |
| Profile |
How Ryan's firm compares
- A one-time plan starts at $3,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Locus Wealth Management's average account is about $364,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Ryan
Is Ryan Moran a fee-only financial advisor?
Yes. Ryan Moran is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.
How does Ryan charge for financial advice?
Ryan charges a percentage of assets and a one-time planning fee.
How much does Ryan charge?
According to Locus Wealth Management's website, checked October 28, 2026: one-time plans from $3,000; 1% a year on the first tier of assets managed.
Where is Ryan Moran based?
Ryan Moran is based in West Chester, Pennsylvania.
What does Ryan specialize in?
Ryan's specialties include retirement planning and tax planning.
What credentials does Ryan Moran hold?
Ryan Moran holds the CFP credential.
Is Ryan Moran registered with the SEC?
Yes. Ryan Moran is registered as an investment adviser representative in PA and TX (CRD 6962976), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Locus Wealth Management manage?
Locus Wealth Management reports $17.5M across 48 accounts in assets under management.
How do I contact Ryan Moran?
Through Ryan's website, locuswealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Locus Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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