Ryan
Kuhn
Ep Wealth Advisors
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About this Advisor
Ryan Kuhn is a certified financial planner based in Phoenix, Arizona with a total of 1 year of relevant experience. Kuhn is currently employed by Ep Wealth Advisors. Their career trajectory has included roles at Ep Wealth Advisors, LLC, Pathlight Investors, Wageworks, Arizona State University, Oasis Sales and Basha High School. Kuhn is registered to work in California. Ep Wealth Advisors is an advisory business based out of Torrance, CA. The investment advisory business has offices in 33 locations and a total of 375 people on staff. It oversees $17 billion in total assets across its 32,050 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 116 charitable organizations. Of its 32,050 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. Ep Wealth Advisors performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees typically are based on which services the firm provides the client. However, fee types billed by Ep Wealth Advisors most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Ryan Kuhn Work History
Ryan has been registered as a financial advisor for 1 years.*
Ep Wealth Advisors, LLC
Ep Wealth Advisors, LLC
Pathlight Investors
Wageworks
Arizona State University
Oasis Sales
Arizona State University
Basha High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Kuhn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ep Wealth Advisors
Torrance, CA
Torrance, CA
Torrance, CA
Salt Lake City, UT
Saint George, UT
Seattle, WA
Phoenix, AZ
Torrance, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
