RB
CFP
RB
CFP

Raymond Benjamin

28 Years of Experience
Augusta, GA
BrokerSells Insurance

Raymond Benjamin is a CFP-designated registered investment advisor at Firethorn Wealth Partners, LLC, based in Augusta, GA, with 28 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 658 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
658 clients
Average Client Portfolio
$826K average
Assets Under Management
$543.6M

Fee Structure

Investment management only (planning not offered)

Firethorn Wealth Partners offers wealth management services for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.50% to 1.25%. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month.

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Location

2550 Central Avenue, Augusta, GA, 30904

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Raymond is the CEO of Firethorn Wealth Partners, a hybrid RIA, and refers insurance cases to iTrust Advisors LLC. He also spends full-time hours on ERA Holdings-Personal LLC and is a partner/owner of real estate for Midtown Lounge LLC, where his firm rents office space.

Employment History
Current Registrations
Firethorn Wealth Partners, LLC
October 2018 - Present · 7 yrs 7 mos
Kingswood Capital Partners, LLC
August 2018 - Present · 7 yrs 9 mos
Kingswood Capital Partners, LLCBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wealthplan Partners
February 2016 - May 2017 · 1 yr 3 mos
Uvest Financial Services Group, INC.Broker
July 2010 - August 2010 · 1 mo
Uvest Financial Services Group, INC.
July 2010 - August 2010 · 1 mo
LPL Financial LLC
July 2010 - August 2018 · 8 yrs 1 mo
LPL Financial LLCBroker
July 2010 - August 2018 · 8 yrs 1 mo
Uvest Financial Services Group, INC.
March 2006 - July 2010 · 4 yrs 4 mos
Uvest Financial Services Group, INC.Broker
March 2006 - July 2010 · 4 yrs 4 mos
Wachovia Securities, LLC
April 2003 - February 2006 · 2 yrs 10 mos
Wachovia Securities, LLCBroker
October 2000 - February 2006 · 5 yrs 4 mos
First Union Brokerage Services, INC.Broker
May 2000 - October 2000 · 5 mos
Wachovia Securities, INC.Broker
April 1997 - May 2000 · 3 yrs 1 mo
State Registrations5 states
ALFLGASCTX
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.