Raymond Benjamin
Advisor at Firethorn Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Firethorn Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Augusta, GA 30904
Credentials
CFP®, Series 63, Series 65
Industry experience
29 years
Raymond Benjamin is a CFP® with 29 years of industry experience, currently serving at Firethorn Wealth Partners, LLC. His prior experience includes roles at Kingswood Capital Partners, WealthPLAN Partners, LPL Financial, and Georgia Bank & Trust. In addition to his advisory work, he refers insurance cases to an affiliated brokerage in exchange for reciprocal business referrals. Firethorn Wealth Partners provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and manager selection, utilizing an Investment Committee to oversee diversified portfolios that include mutual funds, ETFs, alternative strategies, and ongoing due diligence of independent managers.
Based on Firethorn Wealth Partners, LLC
Based on Firethorn Wealth Partners, LLC
Flat fee of $500 for Education Advisory and Consulting engagements
0.50% - 1.25% annually (range, negotiable)
Certain supervised persons may provide securities brokerage services under separate commission-based arrangement with Kingswood Capital Partners
Hourly fees may be negotiated for financial planning and consulting engagements
Fee-only: Fixed fees for financial planning and consulting; flat fee $500 for Education Advisory and Consulting (waived if $1,000,000+ managed)
2550 Central Avenue
Augusta, GA 30904
Georgia · Texas
Kingswood Capital Partners, LLC
2018 - Present (8 years)
Firethorn Wealth Partners, LLC
2018 - Present (8 years)
WealthPLAN Partners
2015 - 2017 (2 years)
LPL Financial, llc
2010 - 2018 (8 years)
Georgia Bank & Trust
2006 - 2018 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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