Advisor at Off the Beaten Path Financial
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
Wilsall, MT
Credentials
Series 65
Industry experience
3 years
Ryan Sullivan is a financial advisor with Off the Beaten Path Financial, holding a Series 65 designation and three years of industry experience. Before founding his independent advisory firm, he worked in plumbing and engineering sectors for over a decade. Off the Beaten Path Financial is a fee-only, independent advisory firm serving individual clients, employer retirement plans, and pension and profit-sharing plans. The firm combines pension consulting and 3(38) retirement plan services with explicit digital-asset strategies and business-planning offerings, utilizing a blend of passive and active investment approaches.
Based on Off the Beaten Path Financial
Based on Off the Beaten Path Financial
Financial planning fixed fees $500-$12,000; Business planning fixed fees $2,000-$15,000; Retirement Plan Management fixed fee up to $10,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50% All Digital Assets+: 2.50%
Financial planning hourly rate $300/hour
Fee-only: Financial planning hourly rate $300/hour; fixed fees from $500 to $12,000; Business planning fixed fee $2,000-$15,000 or ongoing monthly $750-$3,500; Retirement Plan Management fixed fee up to $10,000 plus 0.25%-0.50% of assets
Wilsall, MT
Montana
Off the Beaten Path Financial LLC
2022 - Present (4 years)
Williams Plumbing (formerly Harvey's Plumbing & Heating)
2018 - 2024 (6 years)
CTA Architects & Engineers (now Cushing Terrell)
2013 - 2018 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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