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Ryan Veldhuizen - Verified Fiduciary Advisor
Verified Fiduciary Advisor

Ryan Veldhuizen

Catalyze Wealth Management

Min $1.0M
Certifications
CFP®
Specialties
Business Owners
Comprehensive Financial Planning
Estate Planning
Executives
Tax Preparation
Pre-Retirement Couples
Widow(er)s
Tax Planning
Social Security Planning
Small Business Planning
Retirement Planning
Retirement Income Management
Retirees
Professionals
Portfolio Management
Faith Based Investing
Baby Boomers
Contact
3175377526
ryan@catalyzewm.com
550 Congressional Blvd, Suite 350
Carmel, IN 46032
Visit website
LinkedIn profile
Professional Details
Individual CRD
5316123
Firm CRD
300078
Connect
Fee Model
Assets Under Management (AUM)

0.75%

Flat Fee / Retainer

$4,800+

Planning-Only Fee

$4,800+

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Form ADV Information

Information extracted from Form ADV

Total Clients

36

Average Account Size

$1,206,609.28

Public Documents

FORM ADV

Form ADV

PART 2 BROCHURES

Brochure

Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.

Fiduciary Verification

Verified Fiduciary Status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what's best for you.

✓ Fiduciary Verified
Member Since: 05/26
✓ No Commission Products

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Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 54 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (54 total)

  • Mitch Anderson - Efinancial Alliance, LLC, Franklin, TN. Profile: https://fiduciarycheck.com/advisor/mitch-anderson
  • Igor Aronov (CFP®) - FAR Financial, Brooklyn, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/igor-aronov
  • Brian Behl - Behl Wealth Management, , . Profile: https://fiduciarycheck.com/advisor/brian-behl
  • Ian Bloom (CFP®, RLP®) - Open World Financial Life Planning, Raleigh, NC. Specialties: Advice by Phone or Web, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ian-bloom
  • Warren Burger (MBA) - Luminary Financial Advisors, Cocoa Beach, FL. Specialties: Retirement Tax Planning, Retirement Income Strategy, Retirement Income Optimization. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/warren-burger
  • Todd Calamita - Todd Calamita, Charlotte, NC. Specialties: Wells Fargo Employees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/todd-calamita
  • Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/grady-cool
  • Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Comprehensive Financial Planning, Estate Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andrew-darch
  • John Davis (EA, CFP®) - JKD Financial, Springfield, MO. Specialties: Retirement Planning, Tax Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/john-davis
  • Derek Delaney (CFP®, EA, ChFC®) - PharmD Financial Planning LLC, Owatonna, MN. Specialties: Baby Boomers, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/derek-delaney
  • Ryan Derousseau - United Financial Planning Group, Huntington Station, NY. Profile: https://fiduciarycheck.com/advisor/ryan-derousseau
  • Kevin Feig (CPA, CFP®, CFT™) - Walk You To Wealth, Dover, MA. Specialties: Comprehensive Financial Planning, Employment and Employer Plan Benefits, Employer Retirement Plans. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/kevin-feig
  • Drew Feldman (APMA®) - WideFrame Wealth, Beverly Hills, CA. Specialties: Portfolio Management, Millennials, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/drew-feldman
  • Steven Fox (CFP®, EA) - AdviceOnly, San Diego, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-fox
  • Nick Garofalo - Openhanded Wealth, Holly Springs, GA. Specialties: Faith Based Investing, Generation X/Y, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/nick-garofalo
  • Uziel Gomez (CFP®) - Primeros Financial, Culver City, CA. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/uziel-gomez
  • Louis Guajardo (CFP®) - Moonshot Planning, Montclair, CA. Specialties: Business Owners, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/louis-guajardo
  • James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/james-hargrave
  • Betsy Hutchins (CFP®) - Forward Financial Planning, Germantown, TN. Specialties: Working with Women, Healthcare, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/betsy-hutchins
  • Evan Kubiak (CFP®) - Endowment Wealth Management, Inc., Hilton Head Island, SC. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/evan-kubiak
  • Ryan Langan (CFP®) - Your Path Fi, West Chester, PA. Specialties: Baby Boomers, Tax Planning, Social Security Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-langan
  • Christopher Lazzaro (ChFC®, RICP) - Plan For It Financial, LLC, Salem, MA. Specialties: Retirement Planning, Retirement Income Management, Retirees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/christopher-lazzaro
  • Stuart Lempert - Landmark Wealth Management, , . Profile: https://fiduciarycheck.com/advisor/stuart-lempert
  • Shalina Martos (CFP®) - Martos Wealth Management LLC, Bellevue, WA. Specialties: Business Owners, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/shalina-martos
  • Ben Mayhew - Aergo Financial Planning, Halifax, NS. Profile: https://fiduciarycheck.com/advisor/ben-mayhew
  • Jonathan McAlister (CFP®) - Kimery Wealth Management, Memphis, TN. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/jonathan-mcalister
  • Sam Moore (CFP®) - Endowment Wealth Management, Inc., Appleton, WI. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/samuel-moore
  • Andy Moran (CFP®) - Ad Astra Financial Planning, Santa Rosa, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning, Employment and Employer Plan Benefits. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andy-moran
  • Amir Noor (CFP®, EA, CRPS™) - N Financial Plans, Huntington, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/amir-noor
  • Skee Orr (CFP®, AIF®) - Kinetic Wealth, Knoxville, TN. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/skee-orr
  • Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/cristina-perez
  • Andrew Polzin (CFP®) - Behl Wealth Management, Delafield, WI. Specialties: Comprehensive Financial Planning, Face-to-Face Advice, Advice by Phone or Web. Minimum Investment: $250000. Profile: https://fiduciarycheck.com/advisor/andrew-polzin
  • Curtis Pope (CFP®, CFT™) - Pope Wealth Planning, Tarrytown, NY. Specialties: Baby Boomers, Business Owners, Investment Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/curtis-pope
  • Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ben-poulos
  • Josh Radman (CFP®, EA, MBA) - Presidio Advisors LLC, Denver, CO. Specialties: Executives, Stock Options/Restricted Stock, Taxation. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/josh-radman
  • Aaron Randak (EA) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/aaron-randak
  • Robert Riedl (CFP®, CPA, AWMA®, CFC) - Endowment Wealth Management, Inc., Hilton Head Island, SC. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/robert-riedl
  • Michael Rottier - Endowment Wealth Management, Inc., , . Profile: https://fiduciarycheck.com/advisor/michael-rottier
  • Dave Rowan (CFP®, MBA) - Rowan Financial, Bethlehem, PA. Specialties: Retirees, Real Estate Investing, Inheritance. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/dave-rowan
  • Ziad Sahuri (CFP®) - Providential Financial Planning, Ottawa, ON. Specialties: Comprehensive Financial Planning, Employer Retirement Plans, Estate Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ziad-sahuri
  • Alan Skillern (CFP®) - Best Case Financial, Fillmore, IN. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/alan-skillern
  • Steve Stanganelli (CFP®, CRPC, AEP, CCFC) - Clear View Wealth Advisors LLC, Amesbury, MA. Specialties: Advice by Phone or Web, Baby Boomers, Business Owners. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-stanganelli
  • Matthew Stearns (CFP®, RICP) - Brookhouse Advisors, Meadville, PA. Specialties: Faith Based Investing. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/matthew-stearns
  • Brian Tegtmeyer (CFP®) - Truly Prosper Financial Planning LLC, Dublin, OH. Specialties: Baby Boomers, Retirees, Retirement Income Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/brian-tegtmeyer
  • Filip Telibasa (CFP®) - Benzina Wealth, LLC, Sarasota, FL. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/filip-telibasa
  • Jonathan Vance (CFP®, EA) - Vance Financial Planning, Springfield, MO. Specialties: Advice by Phone or Web, Baby Boomers, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/jonathan-vance
  • Ryan Veldhuizen (CFP®) - Catalyze Wealth Management, Carmel, IN. Specialties: Business Owners, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-veldhuizen
  • Janet Wan (CFP®, CPFA) - Sierra Pacific Private Wealth, LLC, Pleasanton, CA. Specialties: Comprehensive Financial Planning, Executives, Inheritance. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/janet-wan
  • Grant Webster (CFP®, MBA) - Arcadia Private Wealth, Cardiff by the Sea, CA. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/grant-webster
  • Philip Weiss (CPA, CFA, RLP®) - Apprise Wealth Management, Phoenix, MD. Specialties: Comprehensive Financial Planning, Divorce Planning, Investment Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/philip-weiss
  • John Weninger - Endowment Wealth Management, Inc., , . Profile: https://fiduciarycheck.com/advisor/john-weninger
  • Aubrey Williams - Open Path Financial, LLC, Goleta, CA. Profile: https://fiduciarycheck.com/advisor/aubrey-williams
  • Patrick Yaghoobians (CFP®) - Noor Financial Services, Los Angeles, CA. Specialties: Bilingual/Multilingual, Debt Management, Credit and Debt. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/patrick-yaghoobians
  • Prudence Zhu (CPA, CFP®) - Enso Financial, PHOENIX, AZ. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/prudence-zhu

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What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.