Paul Rossi
Rossi Financial Group · El Dorado Hills, California
Paul Rossi is a fee-only financial advisor at Rossi Financial Group in El Dorado Hills, California, who holds the CFA credential. Rossi Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rossi Financial Group |
|---|---|
| Based in | El Dorado Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $41.6M across 146 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2921763 |
| Exams passed | Series 63 (1998) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.facebook.comi/rossifinancialgroup |
| Profile |
How Paul's firm compares
- Rossi Financial Group's average account is about $285,000, from its Form ADV (assets managed divided by 146 accounts).
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Questions about Paul
Is Paul Rossi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Rossi Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Rossi Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Rossi based?
Paul Rossi is based in El Dorado Hills, California.
What credentials does Paul Rossi hold?
Paul Rossi holds the CFA credential.
Is Paul Rossi registered with the SEC?
Yes. Paul Rossi is registered as an investment adviser representative in CA (CRD 2921763), 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 Rossi Financial Group manage?
Rossi Financial Group reports $41.6M across 146 accounts in assets under management.
How do I contact Paul Rossi?
Through Paul's website, www.facebook.comi/rossifinancialgroup.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Dorado Hills
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
- 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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