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Ryan Weiser

Ryan
Weiser

Weiser Financial Planning, LLC

CRD#4213512
Investment Advisor
in Lewis Center, OH

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About this Advisor

Ryan Weiser founded Weiser Financial Planning, LLC, a firm based in Lewis Center, Ohio, in 2017. He wanted to create a business with a noble purpose where he could combine his entrepreneurial side with his passion for helping people to make wise financial decisions. In addition, Weiser aspired to create a financial planning business that was able to separate from the Wall Street firms, banks and insurance companies, which tend to be handcuffed by proprietary products, sales incentives and conflicts of interest that are intended to maximize company returns at the expense of clients.

Weiser has been in the financial services industry since 2000 and has worked for several Fortune 500 companies. He’s a graduate of the State University of New York at Brockport, where he earned a bachelor’s degree in mathematics. He’s gone on to earn several designations. He’s a certified financial planner (CFP), a chartered financial consultant (ChFC), a chartered life underwriter (CLU) and a certified divorce financial analyst (CDFA). He holds a Series 63 license.

Weiser offers retirement planning, investment planning and tax planning. He specializes in serving busy professionals and families, and he works with investors in the Columbus and central Ohio area, as well as nationwide through online virtual meetings. He communicates with his clients monthly. Weiser does not require clients to have a minimum level of investable assets to work with him. A fee-only advisor, Weiser’s investment management fees range from 0.65% to 0.95% of assets under management. His comprehensive financial planning services are provided on a flat-fee annual retainer basis. Fees range based on complexity and begin at $125 a month, though these fees may be reduced or waived for the firm’s investment management clients.

The most common investing mistake that Weiser sees is investors making irrational decisions by letting their emotions take control. His firm’s emphasis is on helping people make wise financial decisions through comprehensive financial planning, with investment management as a core component of the wealth management process. He reduces risk in clients’ portfolios by diversifying risk, slashing costs and reducing taxes.

Weiser has lived in Lewis Center, Ohio, since 2004 with his wife and their two children. They’re very active in the local community, and can usually be found at the activity of the day, whether it’s dance, Girl Scouts, taekwondo or travel baseball and soccer. When he’s not shuffling the kids around town, Weiser coaches youth soccer and enjoys mountain biking and golfing on the weekends. He and his family are active members of St. Andrew’s Anglican Church in Lewis Center, where Weiser serves on the finance committee and vestry.

Certifications and Registrations

CFP®, ChFC®, CLU®, CDFA®, Series 63

Years of Experience

18

Services Offered

Retirement Planning, Investment Planning, Tax Planning

Fee Structure

Varies

Fiduciary

Yes

Disclosures

0

Office Location

7320 Walker Wood Blvd
Lewis Center, OH

Phone Number

(614) 450-2929

Advisor Certifications and Licenses

CFP®

ChFC®

CLU®

CDFA®

Series 63

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Investment Advisory Services

  • Retirement Planning
  • Investment Planning
  • Tax Planning

Ryan Weiser Work History

Ryan has 18 years of experience.

2017 - Present (1 year)

Weiser Financial Planning LLC

2017 - 2017 (1 year)

First Commonwealth Bank

2008 - 2016 (8 years)

State Farm

2007 - 2008 (1 year)

Guardian Life

2000 - 2007 (7 years)

Nationwide Financial

Disclosures

Ryan has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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