Ransom Adams is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Austin, TX, with 18 years of industry experience. Ransom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B 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 | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
300 West 6th Street, Suite 1900, Austin, TX, 78701
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ransom has been selling fixed insurance since 2018, an activity not related to investments. This takes a few hours per week.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
U.S. Capital Wealth Advisors, LLC
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Hanson McclainBroker
Hanson Mcclain Advisors
Hba Financial Advisors
State Registrations1 state
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
More Advisors
- Morris GottesmanArax Advisory Partners
- Kelly Cooper, CFPArax Advisory Partners
- Ashley Giles, CFPArax Advisory Partners
- Derek SuArax Advisory Partners
- Clifford Mctee, CFPArax Advisory Partners
- Timothy MyersArax Advisory Partners