Eric Ross is a CFP-designated registered investment advisor at F2 Wealth, based in Cincinnati, OH, with 18 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 33 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
F2 Wealth charges a quarterly fee of $625, plus 0.50% of the value of your investments. This fee covers both investment management and financial planning services. Clients with over $4,500,000 may be eligible for a $25,000 annual flat fee, billed quarterly. Fees are negotiable under certain circumstances.
Contact
Eric Ross
Location
9435 Waterstone Blvd Suite 140-90, Cincinnati, OH, 45249
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
Eric is an investor at Mirken S I and Mirken S II, and provides strategic and operational consulting services to other investment advisors. He dedicates minimal time to his investment activities and about 10-20% of his time to consulting during trading hours.
Employment History
Current Registrations
F2 Wealth
Previous Registrations
Madison Wealth Management
Truepoint, INC.
Sequoia Wealth Counsel
UBS Financial Services 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
Additional Information
Welcome! I’m Eric Ross, CFP®, Founder and Principal of F2 Wealth. I’ve served as a senior leader during my career as a management consultant and wealth advisor at global firms and boutique firms. Over the course of my career I’ve had the opportunity to serve hundreds of individuals and families seeking to be stewards of their financial lives. I’ve been a speaker at financial industry conferences and my expertise has appeared in national media outlets.