Ryan Post
James Investment · Xenia, Ohio
Ryan Post is a fee-only financial advisor at James Investment in Xenia, Ohio. Ryan focuses on retirement planning, estate & legacy planning and tax planning. James Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | James Investment |
|---|---|
| Based in | Xenia, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.21B across 692 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6074081 |
| Exams passed | Series 65 (2012) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jamesinvestment.com |
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Questions about Ryan
Is Ryan Post a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and James Investment 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, James Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Post based?
Ryan Post is based in Xenia, Ohio.
What does Ryan specialize in?
Ryan's specialties include retirement planning, estate & legacy planning and tax planning. Ryan works with high earners and executives.
Is Ryan Post registered with the SEC?
Yes. Ryan Post is registered as an investment adviser representative in OH (CRD 6074081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does James Investment manage?
James Investment reports $1.21B across 692 accounts in assets under management.
How do I contact Ryan Post?
Through Ryan's website, www.jamesinvestment.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
- James Investment 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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