Ryan Nelson
RLN Wealth · Plymouth, Minnesota
Ryan Nelson is a fee-only financial advisor at RLN Wealth in Plymouth, Minnesota, who holds the CFP, CPA and MBA credentials. Ryan focuses on equity compensation. RLN Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- High earners
Facts
| Firm | RLN Wealth |
|---|---|
| Based in | Plymouth, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $20.1M across 39 accounts |
| Credentials | CFP · CPA · MBA · MS |
| SEC registration | Investment adviser representative in MN · CRD 7214411 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rlnwealth.com |
| Profile |
How Ryan's firm compares
- RLN Wealth's average account is about $516,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Ryan
Is Ryan Nelson a fee-only financial advisor?
Yes. Ryan Nelson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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's firm, RLN Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Nelson based?
Ryan Nelson is based in Plymouth, Minnesota.
What does Ryan specialize in?
Ryan's specialties include equity compensation. Ryan works with tech employees and high earners.
What credentials does Ryan Nelson hold?
Ryan Nelson holds the CFP, CPA, MBA and MS credentials.
Is Ryan Nelson registered with the SEC?
Yes. Ryan Nelson is registered as an investment adviser representative in MN (CRD 7214411), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does RLN Wealth manage?
RLN Wealth reports $20.1M across 39 accounts in assets under management.
How do I contact Ryan Nelson?
Through Ryan's website, rlnwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plymouth
Other advisors in Minnesota who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- RLN Wealth 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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