Ryan Richardson
Weatherly Asset Management · Del Mar, California
Ryan Richardson is a fee-only financial advisor at Weatherly Asset Management in Del Mar, California, who holds the CFP and ChFC credentials. Ryan focuses on small business owners, founders (pre-exit) and estate & legacy planning. Weatherly Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Weatherly Asset Management |
|---|---|
| Based in | Del Mar, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.68B across 1,348 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA · CRD 6055892 |
| Exams passed | Series 66 (2012) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.weatherlyassetmgt.com |
How Ryan's firm compares
- Weatherly Asset Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,348 accounts).
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Questions about Ryan
Is Ryan Richardson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Weatherly 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's firm, Weatherly Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Richardson based?
Ryan Richardson is based in Del Mar, California.
What does Ryan specialize in?
Ryan's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Ryan works with founders.
What credentials does Ryan Richardson hold?
Ryan Richardson holds the CFP and ChFC credentials.
Is Ryan Richardson registered with the SEC?
Yes. Ryan Richardson is registered as an investment adviser representative in CA (CRD 6055892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Weatherly Asset Management manage?
Weatherly Asset Management reports $1.68B across 1,348 accounts in assets under management.
How do I contact Ryan Richardson?
Through Ryan's website, www.weatherlyassetmgt.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
- Weatherly 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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