A complete list of active advisors currently associated with Ross Wealth Advisors, LLC

Warmer can help you find a great advisor at Ross Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ross Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Donald Ross	Columbus, OH	21
Daniel Tetirick	Columbus, OH	6

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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