Ross Patterson
Simaris, LLC · Austin, Texas
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.
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Facts
| Firm | Simaris, LLC |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.4M across 76 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in TX · CRD 7071514 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | simaris.co |
| Profile |
How Ross's firm compares
- Simaris, LLC's average account is about $189,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Ross
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Simaris, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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