Finesse Funds, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Finesse Funds provides investment advisory and financial planning services to individuals, trusts, and small businesses, and also assists clients with enrollment and asset-allocation work for state 529 college savings plans. The firm commonly implements advice either by referring clients to a third‑party manager for execution or by managing discretionary accounts directly.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified asset allocation implemented primarily with index mutual funds and exchange‑traded funds, periodic rebalancing, and attention to risk capacity and time horizon. For many clients Finesse Funds uses a written referral arrangement with Index Fund Advisors, which executes client allocations through a program of separate stock and bond index funds (including funds from Dimensional) and handles trading for those accounts.
Notable operational features include that the firm’s principal concurrently provides legal and accounting services outside the advisory business, and the ADV discloses prior regulatory discipline involving the principal. The firm is a small, two-advisor practice with a mix of accounts it manages directly and accounts managed through the third‑party referral relationship, and it receives referral compensation under a disclosed solicitation agreement.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Up to $500 per hour for financial planning and special projects; $450 per hour for Section 529 plan related work
Fee-only: Financial planning and special projects fees up to $500 per hour, negotiable
Main office
132 Midland Avenue Suite 3
Basalt CO 81621
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kenneth R
Series 65
Basalt, CO
Finesse Funds, LLC
Kenneth Ransford is the sole advisor at Finesse Funds, LLC, holding a Series 65 license with 21 years of industry experience. He is also the sole attorney and owner of Ken Ransford, P.C., a law firm in Basalt, Colorado, where he practices law and accounting with an emphasis on tax matters. He is a licensed CPA in Colorado and has maintained his legal and accounting practices alongside his advisory work. Finesse Funds provides investment management and financial planning services to individuals, trusts, and small businesses, with a focus on Section 529 college savings plans. The firm employs a Modern Portfolio Theory–based approach, utilizing low-cost index funds and ETFs, asset allocation questionnaires, and periodic rebalancing, while offering both discretionary and non-discretionary account management through a third-party sub-advisor.
Eli L
Series 65
Basalt, CO
Finesse Funds, LLC
Eli La Vaude is affiliated with Finesse Funds, LLC and holds a Series 65 designation. He has four years of work experience at Ken Ransford P.C. prior to his current role. Finesse Funds provides investment advisory and financial planning services to individuals, trusts, and small businesses, often utilizing diversified asset allocation grounded in Modern Portfolio Theory. The firm commonly refers clients to third-party managers or manages discretionary accounts directly, focusing on index mutual funds and ETFs with periodic rebalancing.
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