Jack Ramey
WBH Advisory · Baltimore, Maryland
Jack Ramey is a fee-only financial advisor at WBH Advisory in Baltimore, Maryland, who holds the CFP credential. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jack →
Facts
| Firm | WBH Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.74B across 2,335 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 1605684 |
| Exams passed | Series 63 (1987) · Series 65 (1998) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wbhadvisory.com |
How Jack's firm compares
- WBH Advisory's average account is about $744,000, from its Form ADV (assets managed divided by 2,335 accounts).
Request an introduction to Jack
Tell Jack a little about what you're looking for. Jack isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jack
Is Jack Ramey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and WBH Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jack Ramey based?
Jack Ramey is based in Baltimore, Maryland.
What credentials does Jack Ramey hold?
Jack Ramey holds the CFP credential.
Is Jack Ramey registered with the SEC?
Yes. Jack Ramey is registered as an investment adviser representative in MD (CRD 1605684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WBH Advisory manage?
WBH Advisory reports $1.74B across 2,335 accounts in assets under management.
How do I contact Jack Ramey?
Through Jack's website, www.wbhadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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.
See something wrong? Request a correction. Read our methodology.