Ross Fedenia is a CFP-designated registered investment advisor at Atlatl Advisers, based in Madison, WI, with 10 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 234 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlatl Advisers offers wealth management services that include investment management. The maximum annual fee is 1.25% of your portfolio, but the actual fee can be lower depending on factors like the amount you invest, the complexity of your situation, and whether you also get financial planning. Additional fees may apply for specific investment strategies like the Systematic Equity Strategy or Digital Assets and Cryptocurrency Investment Services, and for assets held away at other institutions. Fees are charged monthly, in advance, based on the value of your portfolio.
Location
2921 Landmark Place, Ste 501, Madison, WI, 53713
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Atlatl Advisers
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.