# Ross Patterson

> Ross Patterson is a fee-only financial advisor at Simaris, LLC in Austin, Texas, who holds the CFP and RLP credentials. Simaris, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ross-patterson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Simaris, LLC
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.4M across 76 accounts
- **Credentials:** CFP, RLP
- **CRD:** 7071514 (https://adviserinfo.sec.gov/individual/summary/7071514)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://simaris.co

## Frequently asked questions

### Is Ross Patterson a fee-only financial advisor?

Yes. Ross Patterson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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, Simaris, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ross Patterson based?

Ross Patterson is based in Austin, Texas.

### What credentials does Ross Patterson hold?

Ross Patterson holds the CFP and RLP credentials.

### Is Ross Patterson registered with the SEC?

Yes. Ross Patterson is registered as an investment adviser representative in TX (CRD 7071514), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Simaris, LLC manage?

Simaris, LLC reports $14.4M across 76 accounts in assets under management.

### How do I contact Ross Patterson?

Through Ross's website, simaris.co.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45360): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.simaris.co/): specialties, clients served, and fees, checked October 28, 2026

---

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