Ryan Financial Solutions, LLC

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Client assets under management

$78,265,438

Clients

247

9% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

124

Very High

Average account size

$316,864

About

Ryan Financial Solutions serves individual clients who are public servants — including educators, firefighters, police, and military personnel — and provides investment management alongside comprehensive retirement, pension, tax, estate, and insurance planning. The firm offers discretionary and non-discretionary portfolio management, financial planning, guidance on retirement-plan rollovers, and educational services for plan participants.

Investment portfolios are constructed largely from mutual funds, ETFs, and individual equities using a mix of behavioral, charting, cyclical, fundamental, and technical analysis, and the firm follows a documented four-step process from discovery through implementation and periodic review. The firm uses a custodial platform with automated cash sweep functionality and supplements client work with technology, including AI-assisted real-time note-taking and data review while maintaining human oversight.

Noteworthy distinctions include that firm advisors are licensed insurance agents who receive commissions for insurance product sales — a practice the brochure discloses and notes clients are under no obligation to purchase — and that the firm discloses this activity typically occupies under 25% of advisor time and is mitigated by a fiduciary duty. The firm also emphasizes in-house tax capability (an advisor is authorized to represent clients before the IRS and prepare tax returns) and a specific focus on pension and retirement planning for public‑sector employees, which is more specialized than many peers of similar size.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Annuities

Occupation focus

Public Service Employee Educators, Teachers, and Academics Military & Veterans

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Fixed fees for financial planning services; 50% due upon engagement, balance due upon plan delivery, with a maximum advance fee of $500 six months or more in advance.

Percentage

$0 - $250,000: 1.95% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%

Project-based

$200/hour for financial planning services.

Main office location

Ryan Financial Solutions, LLC

8215 Sw Tualatin Sherwood Road, Suite 200

Tualatin OR 97062, United States

Number of offices

Most active in

Oregon · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 971-203-0600

Advisors at this firm

Andrew R

Series 65

Tualatin, OR

Ryan Financial Solutions, LLC

Andrew Ryan is a financial advisor at Ryan Financial Solutions, LLC with a Series 65 designation and three years of industry experience. He has worked at Ryan Financial Solutions since 2021 and has concurrent service in the Oregon National Guard since 2014. Prior to his advisory role, he was employed by the Sherwood School District from 2013 to 2021. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to individual public servants such as educators, firefighters, police, and military personnel, along with other individual clients. The firm employs a comprehensive approach that includes discretionary and non-discretionary portfolio management, retirement and estate planning, and integrates behavioral and technical analysis with technology tools including supervised artificial intelligence.

General retirement planning Annuities Public Service Employee Educators, Teachers, and Academics Military & Veterans Mid-Career Professionals

Daniel R

CFP®, Series 66

Tualatin, OR

Ryan Financial Solutions, LLC

Daniel Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ryan Financial Solutions, LLC since 2021. Prior to this, he worked at PepsiCo for four years and has been involved with Lynchwood Church of God for over a decade, where he leads music ministries on Sunday mornings. He is also a partner in a coffee consulting business advising his brother. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to public servants such as educators, firefighters, police, and military personnel, alongside other individual clients. The firm employs a structured four-step process and integrates various analytical methods and technology tools, including supervised artificial intelligence, to construct portfolios and offers a combination of retirement, insurance, and tax services.

General retirement planning Annuities Public Service Employee Educators, Teachers, and Academics Military & Veterans Mid-Career Professionals

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