Ross Welte
Ross Welte is a registered investment advisor at 5 Stone Financial Group, LLC, based in Champlin, MN, with 20 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, Investment Management, Retirement Planning. Their firm serves 91 clients with $34M 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 | 2.00% |
Maximum annual advisory fee for all assets is 2.00%. Fees are negotiable.
Fee Estimator
Location
Champlin, MN
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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 ActivitiesSells Insurance
Ross sells insurance products as an insurance agent since 2013. This takes about 10-20% of his time and is investment-related.
Employment History
Current Registrations
5 Stone Financial Group, LLC
Previous Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Farmers Financial Solutions, LLCBroker
Woodbury Financial Services, INC.Broker
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.