Ross Wealth Planning Group, LLC
Ross Wealth Planning Group, LLC (CRD# 126079) is a financial advisory firm headquartered in Londonderry, NH. They manage $4,195,752 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts62ACCOUNTS
Average Account Value$67,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Bernard Ross (CRD# 2780012) is an Investment Advisor Representative working at Ross Wealth Planning Group, LLC in Londonderry, NH and has over 20 years of experience in the finance industry.