Ryan Volpe
Volpe Investments · Cranford, New Jersey
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.
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Specialties
Facts
| Firm | Volpe Investments |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $22.0M across 67 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 6987233 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.volpeinvestments.com |
| Profile |
How Ryan's firm compares
- Volpe Investments's average account is about $329,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Ryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cranford
Other advisors in New Jersey who focus on retirement planning
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
- Volpe Investments 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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