Founders Financial Alliance
47yrs
Top advisor by experience in Durham
27yrs
Based in Durham, North Carolina, Ryan Mathis is a fiduciary financial advisor with 27 years of industry experience. Ryan has been with Advice and Planning Services since 2005. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 496 advisors with offices in Durham, and one of 474 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 11% by experience in Durham
Office5425 Page Road Suite 220, Durham, NC 27703
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?2 states
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2005 – now
Contact Ryan
(212) 490-9000Firm headquarters in New York, NY. Ask for Ryan. 5425 Page Road Suite 220Durham, NC 27703Office · Get directions Facebook pageAdvice and Planning Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Advice and Planning Services at (212) 490-9000 and ask for Ryan Mathis. Ryan works from the Durham, NC office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 1999, about 27 years. Top 11% by experience in Durham.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
44yrs
Top 1% by experience in Durham
Verity Asset Management
44yrs
Top advisor by experience at Verity Asset Management
Scharl Advisory Services
43yrs
Top 1% by experience in Durham
Verity Asset Management
43yrs
Top 1% by experience in Durham
UBS Financial Services
42yrs
Top 1% by experience in Durham