Ross Alexander Fedenia

CFP

10 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners

Atlatl Advisers

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

234 clients

Average Client Portfolio

$982K average

Assets Under Management

$229.9M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.