Ryan Redfern
Shadowridge Asset Management · Austin, Texas
Ryan Redfern is a fee-only financial advisor at Shadowridge Asset Management in Austin, Texas, who holds the ChFC credential. Ryan charges hourly fees and a one-time planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Shadowridge Asset Management |
|---|---|
| Based in | Austin, Texas |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $126.7M across 870 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 4169279 |
| Exams passed | Series 63 (2003) · Series 66 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | shadowridgeinvest.com |
| Profile |
How Ryan's firm compares
- Shadowridge Asset Management's average account is about $146,000, from its Form ADV (assets managed divided by 870 accounts).
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Questions about Ryan
Is Ryan Redfern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Shadowridge Asset Management 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 hourly fees and a one-time planning fee.
Where is Ryan Redfern based?
Ryan Redfern is based in Austin, Texas.
What does Ryan specialize in?
Ryan's specialties include retirement planning. Ryan works with retirees and pre-retirees.
What credentials does Ryan Redfern hold?
Ryan Redfern holds the ChFC credential.
Is Ryan Redfern registered with the SEC?
Yes. Ryan Redfern is registered as an investment adviser representative in TX (CRD 4169279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shadowridge Asset Management manage?
Shadowridge Asset Management reports $126.7M across 870 accounts in assets under management.
How do I contact Ryan Redfern?
Through Ryan's website, shadowridgeinvest.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
- Shadowridge Asset Management 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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