Advisor at Riskin Wealth Management, LLC
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Firm
Riskin Wealth Management, LLC
Location
Newtown, CT 06470
Credentials
PFS™
Industry experience
6 years
Ross Riskin is a financial advisor with Riskin Wealth Management, LLC in Newtown, CT. He holds the PFS™ designation and has six years of industry experience. In addition to his advisory role, Riskin is an owner and Vice President of a public accounting firm, Riskin & Riskin, PC, and serves as Chief Creative Officer of visiWealth, LLC, an educational content company. He also works as a Senior Strategy Advisor for the Investments & Wealth Institute and serves on the Advisory Council for the American Institute of Certified College Financial Consultants. Riskin Wealth Management provides investment management and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management and held-away account services. The firm emphasizes a Modern Portfolio Theory-based, primarily passive investment approach supplemented by fundamental and cyclical analysis, and offers specialized financial planning in education funding and employee benefit plan advisory.
Based on Riskin Wealth Management, LLC
Based on Riskin Wealth Management, LLC
Project-based financial planning fixed fees ranging from $750 to $5,000 depending on type and complexity
$0 - $500,000: 0.95% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.80% $3,000,000+: 0.70%
$300-$500 per hour with a two-hour minimum
Ongoing comprehensive financial planning with upfront $500 plus $750-$7,500 quarterly
Account minimum: $250,000 Fee-only: Project-based fixed fees ranging from $750 to $5,000 depending on service type and complexity; hourly fees $300-$500 per hour (two-hour minimum); ongoing comprehensive financial planning fees $500 upfront plus $750-$7,500 per quarter
33 Main Street, Unit 2
Newtown, CT 06470
Connecticut
Investments & Wealth Institute
2025 - Present (1 year)
Investments & Wealth Institute
2022 - 2025 (3 years)
visiWealth, LLC
2022 - Present (4 years)
Riskin Wealth Management, LLC
2019 - Present (7 years)
The American College of Financial Services
2018 - 2022 (4 years)
The American Institute of Certified College Financial Consultant
2017 - 2018 (1 year)
Albertus Magnus College
2015 - 2018 (3 years)
Riskin & Riskin, PC
2014 - Present (12 years)
Riskin Advisory, LLC
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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