Daniel Ryan Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,851,315
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
3
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$617,105
About
Daniel Ryan Financial LLC serves individual investors and a small number of institutional clients, including pension and profit-sharing plan sponsors, by providing portfolio management and financial planning services. The firm manages a modest asset base for a very small client roster and offers both one-time and ongoing planning engagements as well as pension consulting for employer-sponsored retirement plans.
The firm documents client objectives and risk tolerances in an Investment Policy Statement and typically operates with discretionary authority to implement tailored investment strategies. Its investment approach combines cyclical and fundamental analysis with modern portfolio theory and includes both long- and short-term trading across vehicles such as mutual funds, ETFs (including precious-metal ETFs), fixed income, REITs, annuities, TIPS, commodities, and non-U.S. securities.
What is distinctive is that, despite being a solo advisory practice with limited clients and assets, the firm provides employer-focused services—creating written pension consulting plans and delivering employee educational seminars about 401(k) fund options—which is uncommon among peers. The firm also does not rely on percentage-of-assets billing, instead using hourly or fixed-fee billing arrangements, and does not take custody of client assets.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
$900 per quarter flat fee option for portfolio management and pension consulting; financial planning fees negotiable, attached as Exhibit II to agreement
$200 per hour for portfolio management, financial planning, and pension consulting services
Fee-only: $200 per hour; option for $900 per quarter flat fee (portfolio management and financial planning); pension consulting billed at $200 per hour not to exceed 2% or flat fee $900 per quarter ($3,600 annually)
Main office location
Daniel Ryan Financial LLC
Holly MI, United States
Number of offices
1
Most active in
Daniel Ryan Financial LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")