user avatar

Ralph Brooks

Advisor at Kingsview Wealth Management, LLC

Updated today
Kingsview Wealth Management, LLC logo

Firm

Kingsview Wealth Management, LLC

Location

Braselton, GA 30517

Credentials

CFP®, Series 66

Industry experience

16 years

Fee options

Fixed

Financial planning fees range from $0 to $25,000 and are negotiable; ongoing consulting fees range from $500 to $12,500 per quarter.

Percentage

$0 - $250,000: 1.50% annual fee $250,001 - $1,000,000: 1.00% annual fee $1,000,001+: 0.75% annual fee

Project-based

Financial planning may be charged hourly; specific hourly rate not stated.

Other

Account minimum: $25,000 of assets under management (minimum account size); KIM SMAs minimums vary between $5,000 and $500,000 by strategy; minimums may be waived at discretion

Work history

Kingsview Wealth Management Llc

2024 - Present (2 years)

Kingsview Partners LLC

2024 - Present (2 years)

Edward Jones

2009 - 2024 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Ian C

Series 66

Dacula, GA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Religious/faith focused
user avatar

Stephen G

Series 66

Gainesville, GA

Merrill

Stephen Gayton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Stephen holds a Bachelor's Degree from the University System of Georgia and holds the Professional Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals. Stephen is also active in his community, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Family Business

Bryan R

Series 66

Buford, GA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management

Dillon H

CFP®, Series 66

Gainesville, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Business ownership considerations Founder/Business Owner

Debby M

Series 66

Oakwood, GA

Merrill

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Wealth management Retirement income strategy Tax-loss harvesting Retirement withdrawal strategies Executive Women Professionals Approaching retirement Married/Couples/Partners Parents
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")