Ross Chawansky
Flowrate Financial, LLC · Mount Pleasant, South Carolina
Ross Chawansky is a fee-only financial advisor at Flowrate Financial, LLC in Mount Pleasant, South Carolina, who holds the CFP credential. Flowrate Financial, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Flowrate Financial, LLC |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.5M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 6901769 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | flowratefinancial.com |
| Profile |
How Ross's firm compares
- Flowrate Financial, LLC's average account is about $190,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Ross
Is Ross Chawansky a fee-only financial advisor?
Yes. Ross Chawansky 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 Ross's firm.
How does Ross charge for financial advice?
Ross's firm, Flowrate Financial, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ross Chawansky based?
Ross Chawansky is based in Mount Pleasant, South Carolina.
What credentials does Ross Chawansky hold?
Ross Chawansky holds the CFP credential.
Is Ross Chawansky registered with the SEC?
Yes. Ross Chawansky is registered as an investment adviser representative in SC (CRD 6901769), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Flowrate Financial, LLC manage?
Flowrate Financial, LLC reports $8.5M across 45 accounts in assets under management.
How do I contact Ross Chawansky?
Through Ross's website, flowratefinancial.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
- 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.
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