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Ryan Benson

Independent Financial Planning

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About Ryan Benson

Ryan Benson is an investment advisor representative with Independent Financial Planning, LLC. Ryan has been in the industry since 2022 and is registered with the state of Virginia. Ryan is a graduate of the University of Virginia and holds a Series 65 license. Ryan specializes in providing financial planning and portfolio management services to individuals and businesses. Ryan is also a licensed insurance broker. Ryan's firm manages approximately $29.3 million in assets for 348 clients.

Firm Information

Ryan Benson is currently registered with Independent Financial Planning. Independent Financial Planning is an independent financial advisor based in Denver, CO with 2 advisors. The firm manages $29,302,601 in assets for 348 clients. Their main services include financial planning, portfolio management for businesses, and portfolio management for individuals. They also offer educational seminars. The firm primarily serves individuals other than high-net-worth individuals and high-net-worth individuals.

$29.30M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Benson’s Registration & Firm History

VA

09/19/2022 - Present

Independent Financial Planning (Reston VA)

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Licenses & Designations

IA

Issued 09/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Benson.
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