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Advisors / Washington / Kirkland
25yrs

Ryan Fleming

Financial advisor at Osaic Wealth

Ryan Fleming has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Kirkland, Washington. After nine years at Advisory Resource Group and 19 years at Hornor, Townsend & Kent, Ryan joined Osaic Wealth in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Ryan’s designations include CFP® and ChFC.

One of 297 advisors with offices in Kirkland, and one of 293 fiduciaries.

Kirkland, WA 98033CFP®ChFCTop 25% by experience in WashingtonFiduciary advisor
Call Osaic WealthDirections

At a glance

Experience25 years (since 2001)
How that compares ?Top 25% by experience in Washington
Office720 Sixth Street South Suite 100, Kirkland, WA 98033
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2020 – now
    Osaic Wealth, Inc.Current firm
  2. 2007 – 2016
    Advisory Resource Group, LLCPreviously
  3. 2001 – 2020

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Osaic Wealth at (800) 821-5100 and ask for Ryan Fleming. Ryan works from the Kirkland, WA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2001, about 25 years. Top 25% by experience in Washington.

What licenses does Ryan hold?

Series 66. 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?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.

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