Advisor at Net Worth Advisors
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
Net Worth Advisors
Location
Waterloo, IA 50702
Credentials
Series 63, Series 65, Series 66
Industry experience
22 years
Ross Barbatti is a financial advisor at Net Worth Advisors with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Private Advisor Group, LPL Financial, and Advantage Investment Management. Barbatti also serves as a licensed fixed insurance agent and notary public in Waterloo, Iowa. Net Worth Advisors is a two-advisor firm providing investment consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending third-party portfolio managers based on clients’ goals and risk tolerance rather than direct asset management.
Based on Net Worth Advisors
Based on Net Worth Advisors
$100,000 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commission-based compensation received by representatives for sales of securities and insurance products separate from advisory fees
No minimum charge set for hourly consultations
Account minimum: $100,000 Minimum fee: Minimum annual fee of $500
315 E San Marnan Dr.
Waterloo, IA 50702
Iowa · Texas
Private Advisor Group, LLC
2019 - Present (7 years)
LPL Financial
2012 - Present (14 years)
Advantage Investment Management, LLC
2008 - 2019 (11 years)
Net Worth Advisors
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®, Series 63
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65
Waterloo, IA
Keystone Wealth Management
Series 63
Cedar Falls, IA
Fencl Advisory Services, LLC
Series 65
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65
Cedar Falls, IA
Fencl Advisory Services, LLC
Series 65
Cedar Falls, IA
Cedar Valley Wealth Advisors
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