Adrienne Ross is a CFP, ChFC-designated registered investment advisor at Apforia, based in Spokane, WA, with 7 years of industry experience. Adrienne 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, High Net Worth, and 4 more. Their firm serves 385 clients with $100M 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% |
Annual advisory fee ranges from 0.25% to 2.00% based on the market value of assets under management. Fees are not negotiable, but individual advisors reserve the right to discount posted fees on a case-by-case basis.
Fee Estimator
Location
905 W Riverside Ave, Suite 201, Spokane, WA, 99201
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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 →Employment History
Current Registrations
Apforia
Previous Registrations
Clear Insight Financial Planning, LLC
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
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