Gage Ross is a registered investment advisor at Ross Wealth Group, LLC, based in Arlington, TX, with 3 years of industry experience. Gage operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1325 W. Randol Mill Rd., Suite 100, Arlington, TX, 76012
Get directionsHistory
Regulatory History (2)
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Financial
July 2025Pending
Judgment / Lien
June 2025Employment History
Current Registrations
Ross Wealth Group, LLC
August 2025 - Present · 8 mos
Previous Registrations
Coppell Advisory Solutions LLC
July 2025 - December 2025 · 5 mos
Ae Wealth Management, LLC
December 2021 - January 2024 · 2 yrs 1 mo
Changepath, LLC
September 2020 - December 2021 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.