Ryan
Wyatt

True Wealth Design, LLC

CRD#6686091
Investment Advisor
in Canonsburg, PA

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About this Advisor

Ryan Wyatt is a certified financial planner based in Canonsburg, Pennsylvania who has 3 years of relevant experience. Wyatt is an advisor for True Wealth Design, LLC. During their career, the advisor has held roles at The Vanguard Group, Inc, Casper Colosimo & Son, Inc, The Aroundcampus Group, The University Of Alabama, Charles Schwab & Co., Inc, Charles Schwab Bank and True Wealth Design, LLC. Wyatt holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Pennsylvania. True Wealth Design, LLC is an advisory business headquartered in Akron, OH. The company has offices in seven locations and a total of 11 people on staff. It has $431 million in total assets across its 1,321 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,321 customer accounts, 33% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees usually depend on the services provided. However, fees billed by True Wealth Design, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1800 Main Street Suite 230
Canonsburg, PA 15317

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True Wealth Design, LLC Brokerage Details

Total Assets Under Management

$431,088,083

PA Average: $2,106,341,625
Total Number of Employees

11

PA Average: 34
Total Number of Accounts

1,321

PA Average: 1,972
Average Account Size

$326,335

PA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Ryan Wyatt Work History

Ryan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

True Wealth Design, LLC

2019 - 2020 (1 year)

Charles Schwab & Co., Inc

2019 - 2020 (1 year)

Charles Schwab Bank

2016 - 2019 (3 years)

The Vanguard Group, Inc

2015 - 2015 (< 1 year)

The Aroundcampus Group

2012 - 2016 (4 years)

The University Of Alabama

2011 - 2014 (3 years)

Casper Colosimo & Son, Inc

*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 Wyatt 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 True Wealth Design, LLC

Ryan Wyatt
Canonsburg, PA
Jonathan Emrick
Akron, OH
Audrey Petrus
Sewickley, PA
Kevin Kroskey
Akron, OH
Aaron Seil
Akron, OH

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.

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