RP
RP
Ross Price
33 Years of Experience
Boca Raton, FL
2 DisclosuresBroker
Ross Price is a registered investment advisor at VALIC Financial Advisors, INC., based in Boca Raton, FL, with 33 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. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location
1800 North Military Trail, Suite 340, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2008Denied
Customer Dispute
January 2008Denied
Employment History
Current Registrations
VALIC Financial Advisors, INC.
August 2025 - Present · 9 mos
VALIC Financial Advisors, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Fifth Third Securities, INC.
May 2006 - July 2024 · 18 yrs 2 mos
Fifth Third Securities, INC.
February 2005 - December 2005 · 10 mos
Fifth Third Securities, INC.Broker
January 2004 - July 2024 · 20 yrs 6 mos
Macatawa Investment Services, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
MML Investors Services, INC.Broker
November 1997 - March 2002 · 4 yrs 4 mos
Olde Discount CorporationBroker
December 1992 - October 1997 · 4 yrs 10 mos
Hibbard Brown & CO., INC.Broker
November 1991 - November 1992 · 1 yr
State Registrations3 states
FLOHTN
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.