F

Finesse Funds, LLC

Updated today

Client assets under management

$55,796,603

Clients

21

29% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

11

Very Low

Average account size

$2,656,981

About

The firm provides investment management and financial planning services to individuals, trusts, and small businesses, and assists clients with establishing and allocating assets in Section 529 college savings plans. Portfolios are typically constructed using index mutual funds and exchange-traded funds, and the firm commonly refers clients to a third‑party sub‑advisor for implementation and trading.

The firm’s investment approach is grounded in Modern Portfolio Theory: it uses an asset-allocation questionnaire to recommend diversified mixes of stocks, bonds and cash, favors low-cost index funds, and emphasizes periodic rebalancing and a long-term orientation. The firm manages some accounts on a discretionary basis while accounts managed by the sub‑advisor remain non‑discretionary and are reviewed according to that third party’s processes.

Noteworthy features include the principal’s concurrent legal and accounting practices and formal affiliations with a legal professional corporation and accounting services, which the firm discloses and addresses as potential conflicts of interest. The brochure also discloses prior professional disciplinary matters involving state attorney regulation and the state board of accountancy that the firm reports have been remedied.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.95% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually

Project-based

Up to $500 per hour for financial planning and special projects; $450 per hour for state 529 plan advice.

Other

Fee-only: Up to $500 per hour for financial planning and special projects; $450 per hour for state 529 plan advice and related services; fees are negotiable.

Main office location

Finesse Funds, LLC

132 Midland Avenue, Suite 3

Basalt CO 81621, United States

Number of offices

1

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

Quick links

Advisors at this firm

user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

Eli L

Series 65

Basalt, CO

Finesse Funds, LLC

Eli La Vaude is the sole advisor at Finesse Funds, LLC, an independent firm based in Basalt, Colorado. He holds a Series 65 designation and has worked in various roles across hospitality and legal sectors, including at Ken Ransford P.C. since 2022. La Vaude’s background includes positions at several food and beverage establishments prior to his current financial advisory role. 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 mutual funds and ETFs, along with third-party sub-advisors for implementation and trading.

College savings (529s, UTMA, etc.)
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