# Ross Riskin

> Ross Riskin is a fee-only financial advisor at Riskin Wealth Management in Newtown, Connecticut, who holds the PFS credential. Ross charges a percentage of assets (ongoing planning from $3,000 a year and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and student loans.

Page: https://find.wellspent.co/advisors/ross-riskin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Riskin Wealth Management
- **Based in:** Newtown, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** ongoing planning from $3,000 a year; 0.95% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $20.1M across 90 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning, Tax planning, Student loans
- **CRD:** 7188657 (https://adviserinfo.sec.gov/individual/summary/7188657)
- **SEC registration:** Investment adviser representative in CT
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.riskinwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Riskin Wealth Management 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 charges a percentage of assets.

### How much does Ross charge?

According to Riskin Wealth Management's website, checked October 30, 2026: ongoing planning from $3,000 a year; 0.95% a year on the first tier of assets managed.

### Does Ross work with clients virtually?

Yes. Riskin Wealth Management says on its website that it works with clients remotely.

### Where is Ross Riskin based?

Ross Riskin is based in Newtown, Connecticut.

### What does Ross specialize in?

Ross's specialties include retirement planning, tax planning and student loans.

### What credentials does Ross Riskin hold?

Ross Riskin holds the PFS credential.

### Is Ross Riskin registered with the SEC?

Yes. Ross Riskin is registered as an investment adviser representative in CT (CRD 7188657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Riskin Wealth Management manage?

Riskin Wealth Management reports $20.1M across 90 accounts in assets under management.

### How do I contact Ross Riskin?

Through Ross's website, www.riskinwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7188657): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://riskinwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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