# Ryan Volpe

> Ryan Volpe is a fee-only financial advisor at Volpe Investments in Cranford, New Jersey, who holds the CFA credential. Ryan focuses on retirement planning and estate & legacy planning. Volpe Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-volpe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Volpe Investments
- **Based in:** Cranford, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $22.0M across 67 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6987233 (https://adviserinfo.sec.gov/individual/summary/6987233)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.volpeinvestments.com

## Frequently asked questions

### Is Ryan Volpe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Volpe Investments 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, Volpe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ryan Volpe based?

Ryan Volpe is based in Cranford, New Jersey.

### What does Ryan specialize in?

Ryan's specialties include retirement planning and estate & legacy planning.

### What credentials does Ryan Volpe hold?

Ryan Volpe holds the CFA credential.

### Is Ryan Volpe registered with the SEC?

Yes. Ryan Volpe is registered as an investment adviser representative in NJ, NY and TX (CRD 6987233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Volpe Investments manage?

Volpe Investments reports $22.0M across 67 accounts in assets under management.

### How do I contact Ryan Volpe?

Through Ryan's website, www.volpeinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6987233): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://volpeinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.