RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
3yrs
Ryan Cass has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Cleveland, Ohio. After three years at Capital Analysts, Ryan joined Beacon Financial Advisory in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office25825 Science Park Drive Suite 110, Cleveland, OH 44122
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$563,602
Advisors at the firm2
States licensed ?1 state
Services through Beacon Financial Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowBeacon Financial Advisory LLCCurrent firm
- 2023 – 2026Capital AnalystsPreviously
Contact Ryan
(216) 910-1850Beacon Financial Advisory main office 25825 Science Park Drive Suite 110Cleveland, OH 44122Office · Get directions X (Twitter) pageBeacon Financial Advisory
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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 Beacon Financial Advisory at (216) 910-1850 and ask for Ryan Cass. Ryan works from the Cleveland, OH office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.
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?
Beacon Financial Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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.
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