Ross Wolf
Ross Wolf is a ChFC-designated registered investment advisor at Pacific Financial Advisors, based in Bellevue, WA, with 21 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 121 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Financial Advisors charges a percentage of your portfolio each year.
- $0 - $2,000,000: 1.0% - 2.00%
- $2,000,001+: 0.85% - 1.5%
Fees are negotiable and billed monthly.
Location
11400 SE 8th Av Se, Suite 460, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (3)
Regulatory
February 1999Criminal
October 1998Criminal
February 1986Other Business ActivitiesSells Insurance
Ross owns Pacific Insurance Advisors, Inc. and Pacific Mortgage Advisors, Inc. These activities are not investment-related.
Employment History
Current Registrations
Pacific Financial Advisors
Previous Registrations
Coppell Advisory Solutions, LLC
Ifg Network Securities, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
MML Investors Services, INC.Broker
State Registrations1 state
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.