Ryan Robertson
Factor Wealth Management · Chicago, Illinois
Ryan Robertson is a fee-only financial advisor at Factor Wealth Management in Chicago, Illinois. Ryan focuses on tax planning, estate & legacy planning and retirement planning. Factor Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
- High earners
- Multi-generational families
Facts
| Firm | Factor Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $781.0M across 880 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 7309576 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | factorwealth.com |
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Questions about Ryan
Is Ryan Robertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Factor Wealth 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, Factor Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Robertson based?
Ryan Robertson is based in Chicago, Illinois.
What does Ryan specialize in?
Ryan's specialties include tax planning, estate & legacy planning, retirement planning, founders (pre-exit) and equity compensation. Ryan works with founders, executives, retirees, high earners and multi-generational families.
Is Ryan Robertson registered with the SEC?
Yes. Ryan Robertson is registered as an investment adviser representative in IL and TX (CRD 7309576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Factor Wealth Management manage?
Factor Wealth Management reports $781.0M across 880 accounts in assets under management.
How do I contact Ryan Robertson?
Through Ryan's website, factorwealth.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
- Factor Wealth 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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