Ransome Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“An hourly fee of up to a maximum of $500 per hour is charged by Ransome Asset Management for financial planning services under this arrangement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ransome Asset Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account Ransome Asset Management, LLC Page 6 Form ADV Part 2A Firm Brochure opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “When fees are billed in arrears, Ransome Asset Management will prorate the final fee payment based on the number of days services are provided during the final period.”

How Ransome Asset Management’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.

About Ransome Asset Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Minimum

No minimum stated in brochure

Clients

5

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$810,076

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304825

Website

ransomeassetmanagement.com (opens in new tab)

Phone

(813) 444-8742

Other planners in Wesley Chapel that publish fees

• Capital Wise AdvisoryWesley Chapel$250⁠-⁠$500/hr, $1,000⁠-⁠$10,000
• Financial Pathway LLCWesley Chapel$250
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 4 planners in Wesley Chapel