RH
CFP
RH
CFP

Ross Hunt

43 Years of Experience
Murrieta, CA
1 DisclosureBrokerSells Insurance

Ross Hunt is a CFP-designated registered investment advisor at Rmh Advisors, LLC, based in Murrieta, CA, with 43 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Financial planning and consulting services: $2,500 to $15,000, depending on the complexity of the project. This fee may be negotiable.
One-Time Plan:$2,500 - $15,000
Hourly Rate:Up to $300/hr
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Location

Murrieta, CA

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History

Regulatory History (1)
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Customer Dispute
February 1991
Settled
Other Business ActivitiesSells Insurance

Ross is involved with Non-Variable Insurance through Ross & Mary Hunt, Inc. since 2006. He also provides financial planning and consulting through RMH Advisors, LLC, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Rmh Advisors, LLC
April 2012 - Present · 14 yrs 1 mo
LPL Financial LLC
February 2003 - Present · 23 yrs 3 mos
LPL Financial LLCBroker
February 2003 - Present · 23 yrs 3 mos
Previous Registrations
Jefferson Pilot Securities CorporationBroker
August 1998 - March 2003 · 4 yrs 7 mos
Ffp Securities, INC.Broker
February 1994 - June 1998 · 4 yrs 4 mos
Chubb Securities CorporationBroker
January 1983 - February 1994 · 11 yrs 1 mo
First Investors CorporationBroker
October 1982 - January 1983 · 3 mos
State Registrations13 states
AZCAILMAMINCNJOHSCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.