Ryan Mc Lin
Advisor at Impact Wealth Group
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 Impact Wealth Group
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
Impact Wealth Group
Location
Fort Worth, TX 76177
Credentials
CFP®, Series 66
Industry experience
6 years
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.
Based on Impact Wealth Group
Based on Impact Wealth Group
Financial planning fixed fees range between $1,500 and $20,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001+: 0.70% annually
9800 Hillwood Pkwy, Suite 140
Fort Worth, TX 76177
Louisiana · Texas
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)
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Lawyer
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