Advisor at RF&L Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RF&L Wealth Management, LLC
Location
Glenview, IL
Credentials
CFP®, Series 65
Industry experience
10 years
Ryan Hass is a CFP®-designated financial advisor with RF&L Wealth Management, LLC, where he has worked since 2016. He has 10 years of industry experience and holds a Series 65 license. Outside of his advisory role, Hass is a partner in Breaking Eighty, LLC, an investment-related business focused on real estate and securities. RF&L Wealth Management provides investment management and retirement plan advisory services to individuals, qualified plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs.
Based on RF&L Wealth Management, LLC
Fixed fee may be charged in very limited circumstances if mutually agreed upon
$0 - $200,000: 1.25% $200,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001+: 0.80%
Hourly rate available for trustee or executor services at agreed upon rate
Account minimum: $250,000
Glenview, IL
Illinois · Massachusetts · Texas
RF&L Wealth Management, LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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