Ryan Kaysen, CFP® Integritas Financial
- 488 Norristown Road Suite 140, Blue Bell, PA 19422
- (610) 952-7793
- http://www.if-money.com/
About Ryan Kaysen, CFP®
Ryan Kaysen is a Blue Bell, PA fee-only financial planner. Integritas Financial provides estate planning, asset management, and other financial planning strategies. Ryan works with a network of attorneys, insurance brokers, CPA’s, and other professionals to bring you the solutions you need for a comprehensive financial plan. As a fiduciary, Ryan will never accept commissions of any sort to maintain the integrity of the relationship.
Ryan has worked in the finance industry for over 10 years while adding other real world experience such as real estate investing, small business management, exit planning , family planning, and other life work that helped give him a well-rounded outlook on life. Without these other experiences he wouldn’t be able to look at his clients through an empathetic lens to offer them what they truly need. You can only learn so much from books whereas life can sometimes be the best teacher.
Read Ryan’s blog here: https://www.if-money.com/free-advice
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Business Owners
- Estate Planning
- Medical Professionals
Ways Advisor Charges
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Flat Fee: $450+/engagement
- Hourly Fee: $250+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
