Ross Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$138,598,876
Clients
270
Advisors
2
of 4 employees
About
Ross Wealth Advisors, LLC is an SEC‑registered investment adviser overseeing roughly $140 million in discretionary assets for about 270 individual and high‑net‑worth clients through a two‑advisor team. The firm provides portfolio management services, access to third‑party model portfolios through AE Wealth Management’s managed account program, and complimentary financial planning to clients who engage its management services.
Investment advice is tailored to each client’s objectives and risk tolerance and may incorporate model allocations, long‑term equity holdings, charting analysis, and Modern Portfolio Theory principles; the firm requires discretionary authority and generally does not accept client restrictions on specific holdings. Accounts are reviewed at least semi‑annually and clients receive custodial statements and firm reports that include inventories of holdings and performance information.
The brochure discloses that the firm uses written solicitation agreements and compensates third‑party intermediaries for client referrals, a paid‑referral/endorsement practice that is uncommon among peers. The firm is also a licensed insurance agency and its advisors may earn commission‑based compensation for insurance products in addition to advisory fees, a potential conflict of interest noted in the brochure; the firm additionally participates in AEWM’s wrap‑fee program and directs brokerage to Charles Schwab.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.10% $3,000,001+: Negotiable, up to 1.45%
Main office
1093 Fishinger Road
Columbus OH 43221
Advisors at this office
2
Most active in
Florida · Ohio
Also doing business as
Ross Wealth Advisors, Inc. · Ross Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Donald R
Columbus, OH
Ross Wealth Advisors, LLC
Donald Ross is a financial advisor with Ross Wealth Advisors, LLC in Columbus, OH, holding 21 years of industry experience. He has worked at various iterations of Ross Wealth Advisors since 1999 and spent four years at Tounjian Advisory Group, LLC. Outside of his advisory role, he also works as a fixed insurance sales agent. Ross Wealth Advisors, LLC manages approximately $140 million in discretionary assets for around 270 individual and high-net-worth clients. The firm offers portfolio management services, third-party model portfolios, and financial planning, with investment approaches tailored to client objectives and risk tolerance.
Daniel T
Series 63
Columbus, OH
Ross Wealth Advisors, LLC
Daniel Tetirick is a financial advisor at Ross Wealth Advisors, LLC in Columbus, OH, with six years of industry experience. He holds a Series 63 designation and has worked in advisory roles since 2020. In addition to his advisory work, he has obtained insurance licenses to assist clients with Medicare-related needs. Ross Wealth Advisors, LLC is an SEC-registered firm managing approximately $140 million in discretionary assets for around 270 clients. The firm offers portfolio management, access to third-party model portfolios, and financial planning with investment advice tailored to client objectives and risk tolerance.
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