Ramon Franklin
Capital Focus · Greenville, South Carolina
Ramon Franklin is a fee-only financial advisor at Capital Focus in Greenville, South Carolina, who holds the CFP credential. Ramon charges a percentage of assets and hourly fees ($175 an hour and 0.8%–1% a year of assets managed) and focuses on real estate investors, retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Capital Focus |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $175 an hour · 0.8%–1% a year of assets managed |
| Assets under management | $16.3M across 32 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 3068848 |
| Exams passed | Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | capitalfocusinc.com |
How Ramon's firm compares
- The hourly rate is $175, below the US median of $300 for fee-only firms that publish prices.
- Capital Focus's average account is about $510,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Ramon
Is Ramon Franklin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ramon holds no broker registration, and Capital Focus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ramon charge for financial advice?
Ramon charges a percentage of assets and hourly fees.
How much does Ramon charge?
According to Capital Focus's website, checked October 30, 2026: $175 an hour; 0.8%–1% a year of assets managed.
Where is Ramon Franklin based?
Ramon Franklin is based in Greenville, South Carolina.
What does Ramon specialize in?
Ramon's specialties include real estate investors, retirement planning, estate & legacy planning and tax planning.
What credentials does Ramon Franklin hold?
Ramon Franklin holds the CFP credential.
Is Ramon Franklin registered with the SEC?
Yes. Ramon Franklin is registered as an investment adviser representative in SC (CRD 3068848), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Focus manage?
Capital Focus reports $16.3M across 32 accounts in assets under management.
How do I contact Ramon Franklin?
Through Ramon's website, capitalfocusinc.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
- Capital Focus website : specialties, clients served, and fees, checked October 30, 2026
- 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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