David Ross
Price Financial Group · Portland, Oregon
David Ross is a fee-only financial advisor at Price Financial Group in Portland, Oregon. David focuses on retirement planning and estate & legacy planning. Price Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Price Financial Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $173.5M across 1,340 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 6284235 |
| Exams passed | Series 66 (2014) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pricefg.com |
How David's firm compares
- Price Financial Group's average account is about $129,000, from its Form ADV (assets managed divided by 1,340 accounts).
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Questions about David
Is David Ross a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Price Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Price Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Ross based?
David Ross is based in Portland, Oregon.
What does David specialize in?
David's specialties include retirement planning and estate & legacy planning.
Is David Ross registered with the SEC?
Yes. David Ross is registered as an investment adviser representative in OR and TX (CRD 6284235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Price Financial Group manage?
Price Financial Group reports $173.5M across 1,340 accounts in assets under management.
How do I contact David Ross?
Through David's website, www.pricefg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Price Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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