Ross Patterson is a CFP-designated registered investment advisor at Simaris Financial, based in Austin, TX, with 6 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, Insurance Planning, and 4 more. Their firm serves 17 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.40% |
Fee Estimator
Contact
Ross Patterson
Location
Austin, TX
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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 a managing member of mbLedge, starting in October 2024. He dedicates a few hours per week to this activity, which is not investment-related.
Employment History
Current Registrations
Simaris Financial
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.
Exams
Additional Information
Ross founded Simaris Financial in 2019, a financial planning and investment management firm located in Austin, TX. He has helped people at every opportunity with their finances for years before that.