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ER
CFP
ER
CFP

Edward Ramsey

Commonwealth Financial Network
38 Years of Experience
Great Falls, VA
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
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Edward Ramsey is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Great Falls, VA, with 38 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Great Falls, VA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward sells fixed insurance and is a co-owner of Ramsey Family Real Estate, LLC, a real estate holding company. He is also the sole owner of Ramsey & Associates, a tax and accounting firm, and Peak Dental Transitions, LLC, providing accounting/business valuation services for dental offices, dedicating about 10-20% of his time.

Employment History
Current Registrations
Commonwealth Financial Network
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Edward A. Ramsey, CPA, CFP
November 2006 - March 2007 · 4 mos
Commonwealth Financial NetworkBroker
October 1995 - December 2024 · 29 yrs 2 mos
Mid Atlantic Investor Services, INC.Broker
January 1994 - November 1995 · 1 yr 10 mos
Ferris, Baker Watts IncorporatedBroker
January 1991 - January 1994 · 3 yrs
H.D. Vest Investment Securities, INC.Broker
February 1990 - February 1991 · 1 yr
Beaconsfield Financial Services, INC.Broker
May 1986 - February 1988 · 1 yr 9 mos
State Registrations3 states
MDTXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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