Ross Herman
HIP Investor · Laguna Beach, California
Ross Herman is a fee-only financial advisor at HIP Investor in Laguna Beach, California. HIP Investor reports charging a percentage of assets, hourly fees and a subscription on its Form ADV.
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Facts
| Firm | HIP Investor |
|---|---|
| Based in | Laguna Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription |
| Assets under management | $26.7M across 237 accounts |
| SEC registration | Investment adviser representative in CA, IL, LA, MA, NC, NY · CRD 5650505 |
| Exams passed | Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | bsky.app/profile/hipinvestor.bsky.social |
How Ross's firm compares
- HIP Investor's average account is about $113,000, from its Form ADV (assets managed divided by 237 accounts).
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Questions about Ross
Is Ross Herman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and HIP Investor 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, HIP Investor, reports charging a percentage of assets, hourly fees and a subscription on its SEC Form ADV.
Where is Ross Herman based?
Ross Herman is based in Laguna Beach, California.
Is Ross Herman registered with the SEC?
Yes. Ross Herman is registered as an investment adviser representative in CA, IL, LA, MA, NC and NY (CRD 5650505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HIP Investor manage?
HIP Investor reports $26.7M across 237 accounts in assets under management.
How do I contact Ross Herman?
Through Ross's website, bsky.app/profile/hipinvestor.bsky.social.
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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