Rodney Kramp
Rodney Kramp is a registered investment advisor at Asset One Wealth Management, LLC, based in Fort Myers, FL, with 28 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,173 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee will not exceed 1.75%. Asset One may charge clients different fees for assets advised by Asset One that are held away from the primary custodian.
Fee Estimator
Location
Fort Myers, FL
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Rodney is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this. He also owns multiple commercial and residential rental properties and is the President of Allen-Kramp Wealth Management, where he sells fixed insurance, securities, and investment products.
Employment History
Current Registrations
Asset One Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Edward JonesBroker
Banc One Securities CorporationBroker
State Registrations10 states
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.