Ross Riskin
Riskin Wealth Management · Newtown, Connecticut
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.
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Specialties
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 |
| Assets under management | $20.1M across 90 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CT · CRD 7188657 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.riskinwealth.com |
How Ross's firm compares
- Ongoing planning starts at $3,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- Riskin Wealth Management's average account is about $224,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Ross
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.
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
- Riskin Wealth Management 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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