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Ryan Mc Lin

Advisor at Impact Wealth Group

Updated today
Impact Wealth Group logo

Firm

Impact Wealth Group

Location

Fort Worth, TX 76177

Credentials

CFP®, Series 66

Industry experience

6 years

About

Ryan Mc Lin is a CFP® and holds a Series 66 license with six years of industry experience. He is currently the sole advisor at Impact Wealth Group and has prior experience with Ameriprise Financial Services, Clearfork Wealth Management, and Lincoln Financial Advisors. Mc Lin serves as an unpaid board member for HopeKids, a nonprofit focused on fundraising and event coordination. Impact Wealth Group provides portfolio management and financial planning services to individual clients and facilitates employer-sponsored retirement plans through a third-party manager. The firm employs a combination of fundamental, technical, quantitative, and charting analysis with a long-term trading approach tailored to client goals and risk tolerance.

Client services

Based on Impact Wealth Group

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Impact Wealth Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Cash flow / budgeting

Fee options

Fixed

Financial planning fixed fees range between $1,500 and $20,000.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001+: 0.70% annually

Location

9800 Hillwood Pkwy, Suite 140

Fort Worth, TX 76177

Most active in

Louisiana · Texas

Work history

Private Client Services

2023 - 2023 (1 year)

Impact Wealth Group

2023 - Present (3 years)

Ameriprise Finanaicl Services, LLP/Clearfork Wealth Management

2020 - 2023 (3 years)

LINCOLN FINANCIAL ADVISORS CORPORATION/Strategic Wealth Partner

2019 - 2020 (1 year)

City of Plano

2010 - 2019 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Kevin F

CFA®, Series 63, Series 65

Keller, TX

Freeman Global Investment Counsel

Active portfolio management Concentrated stock management Private / alternative investments
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Jacob M

Series 63, Series 65, Series 66

Grapevine, TX

9M Investments, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner

Sean W

CFP®

Southlake, TX

One XVI Wealth

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

ESG / Sustainable investing Charitable giving & philanthropy Founder/Business Owner Christian Faith Based Baby Boomers (Born 1946-1964)
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Edward W

Series 65

Fort Worth, TX

EMW Capital Advisors, LLC

Active portfolio management Concentrated stock management
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