BR
BR

Brandon Ross

1 Year of Experience
Desert Hot Springs, CA
May Earn Commission

Brandon Ross is a registered investment advisor at Flc Capital Advisors, based in Desert Hot Springs, CA, with 1 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Retirement Planning, and 1 more. Their firm serves 322 clients with $710M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$709.9M

Fee Structure

Investment management only (planning not offered)

FLC Capital Advisors charges for financial planning and consulting services on an hourly or flat fee basis:

  • Hourly fees will not exceed $750 per hour.
  • Flat fees will not exceed $10,000 per plan.
One-Time Plan:Up to $10,000
Hourly Rate:Up to $750/hr
Loading...

Location

Desert Hot Springs, CA

Get directions

History

Regulatory History
Clean regulatory record

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
Flc Capital Advisors
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.