Ross Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,445,898
Clients
167
Advisors
3
of 9 employees
About
Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals, trusts and estates, and offers a distinct retirement consulting practice for teachers that includes pension documentation, joint/survivor illustrations, and assistance with Social Security/Medicare filings. The firm also advises on and implements allocations to products held outside clients’ primary custodians—such as variable life and annuity contracts—and several supervised persons are licensed insurance agents who offer commissionable insurance products.
RWG constructs client portfolios largely by allocating assets to Independent Managers and employs an asset‑allocation framework derived from Modern Portfolio Theory, combining active and passive strategies with fundamental, technical, cyclical and behavioral analysis. The firm monitors manager performance on an ongoing basis, uses a platform relationship with Triad Wealth Partners for manager implementation, and delivers written financial plans for wealth management clients meeting its $200,000 AUM threshold.
Compared with many supported peers, RWG discloses an affiliation with an insurance entity (Russ Ross Consultants, LLC) and that certain personnel sell insurance products, a feature that creates potential conflicts of interest when recommending insurance‑held investments. The firm also does not report serving either non‑high‑net‑worth or high‑net‑worth individual client segments, reflecting a client mix and service focus—notably teacher retirement consulting and insurance‑product advice—that differs from many firms in its category.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.85% $500,001 - $1,000,000: 1.65% $1,000,001+: 1.45%
Certain supervised persons offer insurance products on a separate commission basis
Account minimum: $200,000 Fee-only: Financial planning and consulting fees range from $500 to $5,000, negotiable based on scope and complexity
Main office
1325 W. Randol Mill Rd., Ste. 100
Arlington TX 76012
Advisors at this office
3
Most active in
Texas
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.
Forms ADV
Quick links
Advisors at this firm
Grant N
Series 65
Arlington, TX
Ross Wealth Group, LLC
Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.
Gage R
Series 65
Arlington, TX
Ross Wealth Group, LLC
Gage Ross is a financial advisor at Ross Wealth Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, LLC and Coppell Advisory Solutions LLC. Outside of financial advising, Ross is the founder and designer of Ross Watches LLC, a company that designs and sells fine timepieces, and he also operates a DJ services business in the Dallas-Fort Worth area. Ross Wealth Group, LLC provides financial planning, consulting, investment management, and retirement consulting services, including specialized support for teachers’ retirement decisions. The firm employs a diversified asset allocation approach combining active and passive management and works with Independent Managers through a platform agreement with Triad Wealth Partners.
Stewart L
Series 66
Arlington, TX
Ross Wealth Group, LLC
Stewart Leafblad is a financial advisor at Ross Wealth Group, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Strittmatter Wealth Group, Beacon Pointe Advisors, and Rosenthal Retirement Planning. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management services primarily to individuals, trusts, and estates, with a specialized retirement consulting practice for teachers. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining active and passive strategies and allocates client portfolios to Independent Managers while monitoring performance through a partnership with Triad Wealth Partners.
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