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Advisor

Mike Gross

Rising Tides Financial, LLC · Needham, Massachusetts

Mike Gross is a fee-only financial advisor at Rising Tides Financial, LLC in Needham, Massachusetts, who holds the CFP and CPA credentials. Rising Tides Financial, LLC reports charging fixed fees on its Form ADV.

Fixed fees Fee-only CFPCPA

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Facts

FirmRising Tides Financial, LLC
Based in Needham, Massachusetts
Fee model (firm's Form ADV)Fixed fees
Assets under management$59.9M across 27 accounts
CredentialsCFP · CPA
Firm size1 employee
LinkedInProfile

How Mike's firm compares

  • Rising Tides Financial, LLC's average account is about $2.2 million, from its Form ADV (assets managed divided by 27 accounts).

What fee-only advisors charge in Massachusetts

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Questions about Mike

Is Mike Gross a fee-only financial advisor?

Yes. Mike Gross is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Mike charge for financial advice?

Mike's firm, Rising Tides Financial, LLC, reports charging fixed fees on its SEC Form ADV.

Where is Mike Gross based?

Mike Gross is based in Needham, Massachusetts.

What credentials does Mike Gross hold?

Mike Gross holds the CFP and CPA credentials.

How much does Rising Tides Financial, LLC manage?

Rising Tides Financial, LLC reports $59.9M across 27 accounts in assets under management.

How do I contact Mike Gross?

Contact details aren't on file yet. Search for Rising Tides Financial, LLC.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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