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Frank Ramey

33 Years of Experience
Fayetteville, NC
8 DisclosuresBroker

Frank Ramey is a registered investment advisor at Wells Fargo Advisors, based in Fayetteville, NC, with 33 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

4140 Ferncreek Dr Ste 105, Buckhead Plaza, Fayetteville, NC, 28314

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History

Regulatory History (8)
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Judgment / Lien
December 2025
Judgment / Lien
November 2025
Judgment / Lien
October 2025
Judgment / Lien
February 2025
Judgment / Lien
February 2024
Judgment / Lien
October 2023
Judgment / Lien
June 2021
Judgment / Lien
October 2020
Other Business Activities

Frank is the executor of his father's estate since 2003 and owns rental property in Austin, TX since 1979. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2008 - Present · 18 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
A. G. Edwards & Sons, INC.
September 2005 - January 2008 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
September 1998 - January 2008 · 9 yrs 4 mos
Interstate/johnson Lane CorporationBroker
November 1992 - September 1998 · 5 yrs 10 mos
State Registrations21 states
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AdvisorBrokerBoth

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.
Frank Ramey - Financial Advisor | TrueAdvisor