Ross Richardson is a CFP-designated registered investment advisor at Apella Wealth, based in Tomball, TX, with 25 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 5 more. Their firm serves 8,503 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
Location
Tomball, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ross is an instructor for Dobbs Education, LLC, providing coursework for Yale's Certified Private Wealth Advisor Certification program since May 2021. He spends about a quarter of his time in this role, assisting students with course content and study guidance.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Pembroke Advisors, INC.
Pembroke Advisors, INC.
Sii Investments, INC.
State Registrations2 states
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
More Advisors
- Steven Ruderman, CFPNeal Financial Group, L.P.
- Michael Fletcher, ChFCState Farm Investment Management CORP.
- Brian Turpen, CFP
- Aaron Hoff, CFPJ. W. Cole Advisors, INC.
- Beth Hearn, CFPOsaic Wealth, INC.
- Alanna Baillio, ChFCState Farm Investment Management CORP.