Ross Fedenia
Atlatl Advisers · Madison, Wisconsin
Ross Fedenia is a fee-only financial advisor at Atlatl Advisers in Madison, Wisconsin, who holds the CFP credential. Ross focuses on retirement planning, estate & legacy planning and tax planning. Atlatl Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Atlatl Advisers |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $392.7M across 1,124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 6437428 |
| Exams passed | Series 66 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | atlatladvisers.com |
| Profile |
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Questions about Ross
Is Ross Fedenia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Atlatl Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Atlatl Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ross Fedenia based?
Ross Fedenia is based in Madison, Wisconsin.
What does Ross specialize in?
Ross's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Ross works with ultra high net worth, multi-generational families and founders.
What credentials does Ross Fedenia hold?
Ross Fedenia holds the CFP credential.
Is Ross Fedenia registered with the SEC?
Yes. Ross Fedenia is registered as an investment adviser representative in TX and WI (CRD 6437428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlatl Advisers manage?
Atlatl Advisers reports $392.7M across 1,124 accounts in assets under management.
How do I contact Ross Fedenia?
Through Ross's website, atlatladvisers.com.
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
- Atlatl Advisers website : specialties, clients served, and fees, checked October 30, 2026
- 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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