Ryan Stith
Pivot Point Wealth · Brandenburg, Kentucky
Ryan Stith is a fee-only financial advisor at Pivot Point Wealth in Brandenburg, Kentucky, who holds the CFP credential. Pivot Point Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pivot Point Wealth |
|---|---|
| Based in | Brandenburg, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30.2M across 251 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, KY · CRD 5532764 |
| Exams passed | Series 63 (2008) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | pivotpointwealth.com |
| Profile |
How Ryan's firm compares
- Pivot Point Wealth's average account is about $120,000, from its Form ADV (assets managed divided by 251 accounts).
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Questions about Ryan
Is Ryan Stith a fee-only financial advisor?
Yes. Ryan Stith is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.
How does Ryan charge for financial advice?
Ryan's firm, Pivot Point Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Stith based?
Ryan Stith is based in Brandenburg, Kentucky.
What credentials does Ryan Stith hold?
Ryan Stith holds the CFP credential.
Is Ryan Stith registered with the SEC?
Yes. Ryan Stith is registered as an investment adviser representative in IN and KY (CRD 5532764), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pivot Point Wealth manage?
Pivot Point Wealth reports $30.2M across 251 accounts in assets under management.
How do I contact Ryan Stith?
Through Ryan's website, pivotpointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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