Ryan Rocuant
Mutual Trust Advisory Group · Estero, Florida
Ryan Rocuant is a fee-only financial advisor at Mutual Trust Advisory Group in Estero, Florida, who holds the CFP credential. Ryan charges a percentage of assets and a flat fee or retainer (0.95% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Mutual Trust Advisory Group |
|---|---|
| Based in | Estero, Florida |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 0.95% a year on the first tier of assets managed |
| Assets under management | $165.8M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7358915 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | mutualtrustadvisorygroup.com |
| Profile |
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Questions about Ryan
Is Ryan Rocuant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Mutual Trust Advisory Group 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 a percentage of assets and a flat fee or retainer.
How much does Ryan charge?
According to Mutual Trust Advisory Group's website, checked October 30, 2026: 0.95% a year on the first tier of assets managed.
Where is Ryan Rocuant based?
Ryan Rocuant is based in Estero, Florida.
What does Ryan specialize in?
Ryan's specialties include estate & legacy planning, tax planning, retirement planning and divorce financial planning. Ryan works with ultra high net worth.
What credentials does Ryan Rocuant hold?
Ryan Rocuant holds the CFP credential.
Is Ryan Rocuant registered with the SEC?
Yes. Ryan Rocuant is registered as an investment adviser representative in FL (CRD 7358915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mutual Trust Advisory Group manage?
Mutual Trust Advisory Group reports $165.8M across 491 accounts in assets under management.
How do I contact Ryan Rocuant?
Through Ryan's website, mutualtrustadvisorygroup.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
- Mutual Trust Advisory Group 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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