Paul Rossi
Rossi Financial Associates · Monroeville, Pennsylvania
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.
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Facts
| Firm | Rossi Financial Associates |
|---|---|
| Based in | Monroeville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $59.1M across 32 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2655112 |
| Exams passed | Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Paul's firm compares
- Rossi Financial Associates's average account is about $1.8 million, from its Form ADV (assets managed divided by 32 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 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.
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
- 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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