# Paul Rossi

> Paul Rossi is a fee-only financial advisor at Rossi Financial Associates in Monroeville, Pennsylvania, who holds the CFP credential. Rossi Financial Associates reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-rossi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rossi Financial Associates
- **Based in:** Monroeville, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $59.1M across 32 accounts
- **Credentials:** CFP
- **CRD:** 2655112 (https://adviserinfo.sec.gov/individual/summary/2655112)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (1995)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### 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 Associates 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 Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Paul Rossi based?

Paul Rossi is based in Monroeville, Pennsylvania.

### What credentials does Paul Rossi hold?

Paul Rossi holds the CFP credential.

### Is Paul Rossi registered with the SEC?

Yes. Paul Rossi is registered as an investment adviser representative in PA (CRD 2655112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rossi Financial Associates manage?

Rossi Financial Associates reports $59.1M across 32 accounts in assets under management.

### How do I contact Paul Rossi?

Contact details aren't on file yet. Search for Rossi Financial Associates.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2655112): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.