RIA Intel›Advisers›New Hampshire›ROSS WEALTH PLANNING GROUP, LLC

ROSS WEALTH PLANNING GROUP, LLC

Advisory

LONDONDERRY, NH

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in NH

#137

of 141 advisers by AUM

Average account

$328K

across 161 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients149

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

149 clients

The full client-type breakdown and the share of AUM each category represents.

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