Ryan
Gunn

Wealthcare Advisory Partners LLC

CRD#5326196
Investment Advisor
in San Clemente, CA

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About this Advisor

Ryan Gunn is a financial advisor based in San Clemente, California, working with Wealthcare Advisory Partners LLC. Ryan has previously worked at Gunn Financial Associates/Royal Alliance, Osaic Wealth, Inc, Wealthcare Advisory Partners LLC D/B/A Gunn Financial Associates, American Va Loans, and Estate Planning Team. Ryan has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Ryan is part of Wealthcare Advisory Partners LLC, which operates out of San Clemente, California. The firm has 69 offices and 219 employees. Wealthcare Advisory Partners LLC manages $6.0 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2629 Townsgate Rd Suite 245
San Clemente, CA 92672

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Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$6,015,135,638

CA Average: $15,833,994,310
Total Number of Employees

219

CA Average: 41
Total Number of Accounts

19,986

CA Average: 3,342
Average Account Size

$300,967

CA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ryan Gunn Work History

2024 - Present (1 year)

Wealthcare Advisory Partners LLC D/B/A Gunn Financial Associates

2024 - Present (1 year)

Estate Planning Team

2016 - Present (9 years)

American Va Loans

2008 - 2024 (16 years)

Gunn Financial Associates/Royal Alliance

2008 - 2024 (16 years)

Osaic Wealth, Inc

Disclosures

Please visit the SEC profile of Ryan Gunn 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 Wealthcare Advisory Partners LLC

Karen Koenig
Surprise, AZ
Jacob Zuniga
Alpharetta, GA
Emily Wilborn
West Chester, PA
Stefan Nensala
West Chester, PA
William Corr
Blue Bell, PA
Blake Fellows
West Chester, PA
Justin Vestri
West Chester, PA
Andreas Wochtl
Exton, PA

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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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