Brian Ramsay
Wealthspan Partners · Davenport, Iowa
Brian Ramsay is a fee-only financial advisor at Wealthspan Partners in Davenport, Iowa. Wealthspan Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthspan Partners |
|---|---|
| Based in | Davenport, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $451.1M across 1,610 accounts |
| SEC registration | Investment adviser representative in IA, TX · CRD 4014246 |
| Exams passed | Series 66 (2000) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | wealthspanpartners.com |
| Profile |
How Brian's firm compares
- Wealthspan Partners's average account is about $280,000, from its Form ADV (assets managed divided by 1,610 accounts).
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Questions about Brian
Is Brian Ramsay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Wealthspan Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Wealthspan Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Ramsay based?
Brian Ramsay is based in Davenport, Iowa.
Is Brian Ramsay registered with the SEC?
Yes. Brian Ramsay is registered as an investment adviser representative in IA and TX (CRD 4014246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wealthspan Partners manage?
Wealthspan Partners reports $451.1M across 1,610 accounts in assets under management.
How do I contact Brian Ramsay?
Through Brian's website, wealthspanpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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