Ryan Sullivan
Off the Beaten Path Financial · Wilsall, Montana
Ryan Sullivan is a fee-only financial advisor at Off the Beaten Path Financial in Wilsall, Montana. Ryan charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $3,600 a year and one-time plans from $3,000) and focuses on tax planning, retirement planning and crypto & digital assets.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Off the Beaten Path Financial |
|---|---|
| Based in | Wilsall, Montana |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $3,000 · 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $6.1M across 76 accounts |
| SEC registration | Investment adviser representative in MT · CRD 7635801 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.obpfinancial.com |
| Profile |
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Questions about Ryan
Is Ryan Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Off the Beaten Path Financial 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, a one-time planning fee and an ongoing planning fee.
How much does Ryan charge?
According to Off the Beaten Path Financial's website, checked October 30, 2026: ongoing planning from $3,600 a year; one-time plans from $3,000; 1.25% a year on the first tier of assets managed.
Where is Ryan Sullivan based?
Ryan Sullivan is based in Wilsall, Montana.
What does Ryan specialize in?
Ryan's specialties include tax planning, retirement planning and crypto & digital assets. Ryan works with founders and high earners.
Is Ryan Sullivan registered with the SEC?
Yes. Ryan Sullivan is registered as an investment adviser representative in MT (CRD 7635801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Off the Beaten Path Financial manage?
Off the Beaten Path Financial reports $6.1M across 76 accounts in assets under management.
How do I contact Ryan Sullivan?
Through Ryan's website, www.obpfinancial.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
- Off the Beaten Path Financial 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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