Eric Ross
Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life.
F2 Wealth · Cincinnati, Ohio
Eric Ross is a fee-only financial advisor at F2 Wealth in Cincinnati, Ohio, who holds the CFP credential. Eric charges a percentage of assets and a flat fee or retainer (ongoing planning from $2,500 a year and 0.5% a year on the first tier of assets managed) and focuses on real estate investors, small business owners and retirement planning.
Request an introduction to Eric →
Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- High earners
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
About
While words are important, actions speak louder than words. This matters. At F2 Wealth, we take a disciplined, comprehensive, and unified approach to wealth management that is focused on our personal relationship with you, utilizes modern technology along with a modern team of experts, and turns advice into action so you realize the most from our relationship.
Greetings! I’m Eric Ross, CFP®, Founder and Lead Advisor of F2 Wealth. I’ve helped hundreds of clients during my career to make smart decisions about their money and their lives. I’m exclusively fee-only and dedicated to serving you as a full-time fiduciary. My advice has appeared in publications including The Wall Street Journal, The New York Times, and Kiplinger’s. I’ve received multiple recognitions as a Five Star Wealth Advisor. I’ve been a repeat guest on SiriusXM radio discussing personal finance and I’ve been a speaker at industry conferences helping to educate other advisors.
Clients choose to work with me when they are looking for a highly experienced advisor skilled in helping individuals and families navigate life’s most meaningful decisions that occur at the intersection of life and wealth. Clients appreciate the peace of mind that comes from collaborating with an advisor who has crafted a comprehensive, tailored plan that anticipates life changes and facilitates management of actions in the present to best prepare for tomorrow.
As a client of F2 Wealth, you will have a tailored, unified plan that addresses the key areas of your financial life including life planning, retirement planning, investment management, estate planning, insurance, and tax management. Your plan will be developed with input from a team of experts across each of these major aspects of your financial life. Beyond these core areas, we also have specialized expertise in equity compensation planning and incorporating real estate into investment portfolios. Tax management is integrated into all aspects of your plan and goes beyond the common fare.
One of the best ways to evaluate the experience you would have in working with us is by seeing firsthand the work we do. We would be delighted to show you samples of the work we do for clients including an example action plan and a free no-obligation tax report tailored for you.
I look forward to learning more about you and helping to provide peace of mind in your financial life.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Alternative Investments
- Charitable Giving
- ESG/Impact Investing
- Executive Compensation
- Family Office Services
- Financial Advice & Coaching
- Individual Tax Services
- Insurance/Risk Management
Facts
| Firm | F2 Wealth |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $2,500 a year · 0.5% a year on the first tier of assets managed |
| Assets under management | Under $25M |
| Firm founded | 2022 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in OH, TX · CRD 4873179 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | f2wealth.com |
| Profile |
How Eric's firm compares
- Ongoing planning starts at $2,500 a year, below the Ohio median of $3,000 for fee-only firms that publish prices.
- F2 Wealth's average account is about $192,000, from its Form ADV (assets managed divided by 106 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Ross a fee-only financial advisor?
Yes. Eric Ross is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric charges a percentage of assets and a flat fee or retainer.
How much does Eric charge?
According to F2 Wealth's website, checked October 28, 2026: ongoing planning from $2,500 a year; 0.5% a year on the first tier of assets managed.
Where is Eric Ross based?
Eric Ross is based in Cincinnati, Ohio.
What does Eric specialize in?
Eric's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and sustainable & impact investing. Eric works with HENRY (High Earners, Not Rich Yet), ultra high net worth, high earners, executives and founders.
What credentials does Eric Ross hold?
Eric Ross holds the CFP credential.
Is Eric Ross registered with the SEC?
Yes. Eric Ross is registered as an investment adviser representative in OH and TX (CRD 4873179), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does F2 Wealth manage?
F2 Wealth reports Under $25M in assets under management.
How do I contact Eric Ross?
Through Eric's website, f2wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- F2 Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.