UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
24yrs
Based in Walnut Creek, California, Ryan Wells is a fiduciary financial advisor with 24 years of industry experience. Ryan has been with Pathwise since 2017; before that, Ryan spent three years at Acclaro Wealth Management and six years at LPL Financial. Pathwise offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office1211 Newell Ave Suite 130, Walnut Creek, CA 94596
FirmPathwise
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.8 million
Advisors at the firm2
States licensed ?2 states
Services through Pathwise
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
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
- 2017 – nowPathwiseCurrent firm
- 2012 – 2015Acclaro Wealth ManagementPreviously
- 2007 – 2013LPL Financial LLCPreviously
- 2004 – 2007MML Investors Services, LLCPreviously
Contact Ryan
(925) 939-5607Pathwise main office 1211 Newell Ave Suite 130Walnut Creek, CA 94596Office · Get directions Firm websiteHTTP://WWW.PATHWISE.CO
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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
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About Ryan
How do I contact Ryan?
Call Pathwise at (925) 939-5607 and ask for Ryan Wells. Ryan works from the Walnut Creek, CA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Ryan hold?
Series 63, Series 65, 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?
Pathwise reports being paid by a percentage of the assets they manage, 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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