Firm
Daniel Ryan Financial
Holly, Michigan
Fee-only
Daniel Ryan Financial at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 3 individual clients, 1 of them high net worth.
- Its average account is about $123,000 (assets it manages divided by its 15 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Holly, Michigan |
|---|---|
| Website | dancryan.com |
| Phone | (607) 372-3105 |
Daniel Ryan Financial fees
Daniel Ryan Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 2 |
| High-net-worth clients | 1 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 323029 |