Ryan Whited
Advisor at Wealthtrak Advisors
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
Wealthtrak Advisors
Location
Virginia Beach, VA 23452
Credentials
Series 65
Industry experience
10 years
About
Ryan Whited is a financial advisor at Wealthtrak Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with Wealthtrak Advisors since 2014. The firm provides discretionary portfolio management, financial planning, advisory consulting, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Wealthtrak Advisors employs a combination of fundamental, technical, and charting analysis across both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.
Client services
Based on Wealthtrak Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Wealthtrak Advisors
Wealth management
Retirement income strategy
General retirement planning
Fee options
Financial planning and advisory consulting fixed fees typically range from $495 to $7,500, negotiable.
$0 - $500,000: Up to 1.95% $500,000 - $1,000,000: 1.50% $1,000,000 - $4,000,000: 1.25% $4,000,000 - $7,000,000: 0.95% $7,000,000+: 0.75%
Certain individuals are registered representatives and insurance agents who may receive commissions separate from advisory fees.
Hourly financial planning fee of $250 per hour.
Account minimum: $100,000 Fee-only: Financial planning fixed fees typically range from $495 to $7,500, negotiable; hourly fee $250/hour.
Location
272 Bendix Road, Suite 130
Virginia Beach, VA 23452
Most active in
Ryan W has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Wealthtrak Advisors
2014 - Present (12 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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