Ryan Weiser
Weiser Financial Planning LLC · Lewis Center, Ohio
Ryan Weiser is a fee-only financial advisor at Weiser Financial Planning LLC in Lewis Center, Ohio, who holds the CASL, CDFA and CFP credentials. Ryan charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 0.65%–0.95% a year of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Pre-retirees
- Retirees
Facts
| Firm | Weiser Financial Planning LLC |
|---|---|
| Based in | Lewis Center, Ohio |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · 0.65%–0.95% a year of assets managed |
| Works virtually | Yes |
| Assets under management | $51.5M across 260 accounts |
| Credentials | CASL · CDFA · CFP · ChFC · CLU |
| SEC registration | Investment adviser representative in OH · CRD 4213512 |
| Exams passed | Series 65 (2006) · Series 63 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | weiseradvisor.com |
| Profile |
How Ryan's firm compares
- Ongoing planning starts at $6,000 a year, above the Ohio median of $3,000 for fee-only firms that publish prices.
- Weiser Financial Planning LLC's average account is about $198,000, from its Form ADV (assets managed divided by 260 accounts).
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Questions about Ryan
Is Ryan Weiser a fee-only financial advisor?
Yes. Ryan Weiser 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 charges a percentage of assets and an ongoing planning fee.
How much does Ryan charge?
According to Weiser Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; 0.65%–0.95% a year of assets managed.
Does Ryan work with clients virtually?
Yes. Weiser Financial Planning LLC says on its website that it works with clients remotely.
Where is Ryan Weiser based?
Ryan Weiser is based in Lewis Center, Ohio.
What does Ryan specialize in?
Ryan's specialties include retirement planning and tax planning. Ryan works with HENRY (High Earners, Not Rich Yet), high earners, pre-retirees and retirees.
What credentials does Ryan Weiser hold?
Ryan Weiser holds the CASL, CDFA, CFP, ChFC and CLU credentials.
Is Ryan Weiser registered with the SEC?
Yes. Ryan Weiser is registered as an investment adviser representative in OH (CRD 4213512), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Weiser Financial Planning LLC manage?
Weiser Financial Planning LLC reports $51.5M across 260 accounts in assets under management.
How do I contact Ryan Weiser?
Through Ryan's website, weiseradvisor.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
- Weiser Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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