Advisor at KBR Retirement & Investment Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KBR Retirement & Investment Solutions
Location
Londonderry, NH 03053
Credentials
Series 63, Series 65
Industry experience
25 years
Bernard Ross is a financial advisor with KBR Retirement & Investment Solutions, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with KBR Retirement & Investment Solutions since 2014 and also manages Ross Wealth Planning Group, LLC, a registered investment advisor focused on comprehensive financial planning and investment management. KBR Retirement & Investment Solutions offers fee-based advisory and financial planning services to individual investors as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach, using fundamental, technical, and cyclical analysis to manage diversified portfolios on a discretionary basis.
Based on KBR Retirement & Investment Solutions
Based on KBR Retirement & Investment Solutions
Fixed fees for comprehensive financial planning services based on estimate of hours needed times hourly fee; college planning services from $495 to $2,995 (one-time)
$0+: 0.25% per annum +: up to 1.55% per annum
$500 per hour, negotiable for financial planning services
Fee-only: Financial planning hourly fee $500 per hour, negotiable; Fixed fees for financial planning based on estimated hours times hourly fee, $495 to $2,995 for college planning services for non-advisory clients
1 B Commons Dr, Unit 13 A
Londonderry, NH 03053
Massachusetts · New Hampshire
CS Planning Corp.
2022 - Present (4 years)
KBR Retirement & Investment Solutions
2014 - Present (12 years)
Ross Wealth Planning Group, LLC
2003 - Present (23 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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