Ross Mueller is a CFP-designated registered investment advisor at Mueller Wealth, based in Mishicot, WI, with 31 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 395 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mueller Wealth's asset management fee is a maximum of 1.50% annually, billed quarterly in advance. The fee is based on the value of your account. For households investing less than $200,000, there's a $3,000 minimum annual fee, which is reduced by the asset management fee. This minimum is waived for households with over $200,000 managed by Mueller Wealth. At least 75% of your advisable assets must be managed by Mueller Wealth if you engage them to manage a portion of your assets.
Location
524 E. Main Street, Mishicot, WI, 54228
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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 involved with the UW Green Bay Foundation Board, Zion Methodist Church, RSMueller Properties LLC, and Mishicot Laundromat. He provides assistance and advice to these organizations, dedicating minimal time to each.
Employment History
Current Registrations
Mueller Wealth
Previous Registrations
Mutual Securities, INC.Broker
Mutual Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment CorporationBroker
Edward D. Jones & CO., L.P.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.