Ryan Knaack
Advisor at Wealthy Intentions
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.
Advisor at Wealthy Intentions
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.
Location
Sterling Heights, MI
Credentials
Series 65
Industry experience
5 years
Ryan Knaack is a financial advisor at Wealthy Intentions with five years of industry experience. He holds a Series 65 designation and has previously worked at Rocket Companies, FCA USA, Conifer Insurance, Sun Communities, and BDO USA. In addition to his advisory role, he serves as a Senior External Reporting Analyst at Rocket Companies, focusing on SEC filings. Wealthy Intentions provides investment management, comprehensive financial and business planning, and tax preparation services primarily to individual clients. The firm uses a passive investment approach based on Modern Portfolio Theory, combining diversified portfolios of index mutual funds and ETFs with fundamental and cyclical analysis to tailor portfolios to clients’ risk and investment objectives.
Based on Wealthy Intentions
$0 - $200,000: Flat fee of $2,000 annually ($500 quarterly) $200,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.80% $1,500,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
$250 per hour for Financial Planning engagements
Minimum fee: $2,000 annually ($500 quarterly) for accounts under $200,000 Fee-only: Ongoing Financial Planning: $500 upfront plus $500 quarterly in advance; Hourly Financial Planning: $250/hour; Tax Preparation: starting at $250 plus $100/hour for complex returns
Sterling Heights, MI
Michigan
Rocket Companies
2020 - Present (6 years)
Wealthy Intentions L.L.C., d.b.a. Wealthy Intentions
2020 - Present (6 years)
FCA USA
2019 - 2020 (1 year)
Conifer Insurance
2019 - 2019 (1 year)
Sun Communities
2017 - 2019 (2 years)
Bdo Usa
2015 - 2017 (2 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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