Advisor at Verticus Advisors Inc.
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.
Ryan Cooper is a PFS™ credentialed financial advisor with five years of industry experience. He has worked at Verticus Advisors Inc. since 2024 and previously held roles at Archer Investment Corp and Nagel CPAs, LLC. Ryan combines financial advising with accounting expertise. Verticus Advisors Inc. serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and integrated accounting and tax preparation services. The firm’s investment process incorporates fundamental analysis and modern portfolio theory to build long-term portfolios, and it uniquely integrates tax preparation and accounting within its advisory practice.
Based on Verticus Advisors Inc.
Financial planning fixed fee between $1,500 and $5,000 (negotiable); fixed fee for tax preparation quoted prior to service, negotiable
$1 - $500,000: 1.35% annually $500,001 - $5,000,000: 0.95% annually $5,000,001+: 0.65% annually
$200/hr for tax planning and consulting; $200/hr for financial planning (non-negotiable)
Sandy, UT
Utah
Verticus Advisors Inc.
2024 - Present (2 years)
Archer Investment Corp
2021 - 2024 (3 years)
Nagel CPAs, LLC
2010 - 2024 (14 years)
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Accountant / CPA / tax prep
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Other specialized services
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