Ramsey Smith Investment Solutions fees and pricing
Financial planner in North Myrtle Beach, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 27, 2026, Ramsey Smith Investment Solutions charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly fee services are offered on an hourly fee of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ramsey Smith Investment Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial plans are billed upon completion of the plan.”
- “Fees are generally invoiced directly to the Client but may also be deducted from another account held with RSA.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Ramsey Smith Investment Solutions’ fees compare
- Its hourly rate of $300 is above the South Carolina median of $250. 55% of the 69 other South Carolina planners that publish an hourly rate charge less.
About Ramsey Smith Investment Solutions
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342833
- Phone
- (843) 256-6185
Other planners in North Myrtle Beach that publish fees
- FPR Investments LLCNorth Myrtle Beach$500-$5,000
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.