Ryan Thomsen
First Oak Wealth Management · Raleigh, North Carolina
Ryan Thomsen is a fee-only financial advisor at First Oak Wealth Management in Raleigh, North Carolina. First Oak Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | First Oak Wealth Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $316.2M across 442 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 5438732 |
| Exams passed | Series 63 (2008) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.firstoak.com |
| Profile |
How Ryan's firm compares
- First Oak Wealth Management's average account is about $715,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Ryan
Is Ryan Thomsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and First Oak 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, First Oak Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ryan Thomsen based?
Ryan Thomsen is based in Raleigh, North Carolina.
Is Ryan Thomsen registered with the SEC?
Yes. Ryan Thomsen is registered as an investment adviser representative in NC and TX (CRD 5438732), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First Oak Wealth Management manage?
First Oak Wealth Management reports $316.2M across 442 accounts in assets under management.
How do I contact Ryan Thomsen?
Through Ryan's website, www.firstoak.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
- 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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