Ryan J. Blair
SFMG WEALTH ADVISORS
PLANO, TX 75093
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CRD#: 4811979
Professional summary
Ryan Jay Blair, CFP® is a registered financial advisor currently at SFMG WEALTH ADVISORS located in Plano, Texas.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 1 firm .
Question & Answer
What are your service offerings?
Small Business Planning
Business Succession Planning
Education Planning
Retirement Planning
Estate Planning
Divorce Planning
Insurance Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Employee and Employer Plan Ben...
Life Transitions
Inheritance
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Blair is a part-owner of Confidence Period, LLC, started in August 2023, an investment-related entity which invests in companies that offer private investment located in Plano, Texas . Mr. Blair does not devote any time to this entity and does not have any related duties.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Jay Blair's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
January 5, 2009 - Present
SFMG WEALTH ADVISORS
Office #1: 3960 Dallas Parkway Suite 400, Plano, TX 75093RIA
CRD#: 107548
PLANO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SFMG WEALTH ADVISORS
MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS
CRD#: 107548 / SEC#: 801-44699
RIA
Registered Investment Advisory firm - (8/11/1993 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/5/2009)
Exams
Current Firm
SFMG WEALTH ADVISORS
MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS
CRD#: 107548 / SEC#: 801-44699
RIA
Registered Investment Advisory firm - (8/11/1993 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3960 Dallas Parkway Suite 400, Plano, TX 75093
Mailing Address
Phone number
(972) 960-6460
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,983 |
| AUM (Assets Under Management) | $ 2,524,709,134 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/31/2025 | ||
| 03/29/2024 | ||
| 03/02/2023 |
Red Flags
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Company Information
SFMG WEALTH ADVISORS
CRD#: 107548Plano, TX 75093TRUST BUT VERIFY
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Contact information
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