Ryan Tishy
Advisor at Tishy Financial LLC
Updated today
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
Tishy Financial LLC
Location
West Chester, OH 45241
Credentials
CFP®, Series 63
Industry experience
8 years
About
Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.
Client services
Based on Tishy Financial LLC
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on Tishy Financial LLC
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-based financial planning fees range from $0 to $10,000; educational seminars fees range from $0 to $5,000 per seminar
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Ongoing financial planning fees range from $750 to $2,500 quarterly
Account minimum: $100,000 Minimum fee: Initial fee for ongoing financial planning up to $5,000; ongoing financial planning fees range from $750 to $2,500 quarterly; project-based financial planning fees range from $0 to $10,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Location
9624 Cincinnati Columbus Rd., Suite 212
West Chester, OH 45241
Most active in
Ryan T has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Tishy Financial LLC
2023 - Present (3 years)
N/A
2022 - 2023 (1 year)
Advisory Services Network, LLC
2021 - 2022 (1 year)
Calton & Associates, Inc.
2021 - 2022 (1 year)
U.S. Bancorp Investments, Inc.
2016 - 2021 (5 years)
U.S. Bank
2010 - 2021 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Loveland, OH
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