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).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $67,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Ross Wealth Planning Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bernard H. Ross
CRD#: 2780012
1e Commons Way Unit 24, Londonderry, NH 03053
93
Wealthminder
score

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.

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