Advisor at Lifestyle Asset Management, INC.
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
Lifestyle Asset Management, INC.
Location
Friendswood, TX 77546
Credentials
Series 63, Series 65
Industry experience
5 years
Ross Wegner is a financial professional with five years of industry experience, currently affiliated with Lifestyle Asset Management, Inc. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies including discretionary and non-discretionary mandates, utilizing fundamental, technical, and cyclical analysis alongside model-based portfolios and sub-advisory services.
Based on Lifestyle Asset Management, INC.
Based on Lifestyle Asset Management, INC.
$0 - $250,000: 1.75% annually $250,001 - $500,000: 1.55% annually $500,001 - $750,000: 1.45% annually $750,001 - $1,000,000: 1.35% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.05% annually $3,000,001 - $4,000,000: 0.95% annually $4,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
Commission-based compensation for securities and insurance products by some representatives
Hourly fee of $175 for financial planning consulting services, negotiable
Account minimum: $50,000 Fee-only: Hourly fee of $175, negotiable depending on scope and complexity
211 West Edgewood, Suite 300
Friendswood, TX 77546
Texas
Lifestyle Asset Management Inc.
2024 - Present (2 years)
Cetera Advisors
2023 - Present (3 years)
Lifestyle Asset Management Inc.
2023 - Present (3 years)
Cetera Advisors
2022 - 2023 (1 year)
Lifestyle Financial Advisors
2021 - 2023 (2 years)
First Allied Securities, INC.
2021 - 2022 (1 year)
AIG
2018 - 2021 (3 years)
Texas A&M
2014 - 2018 (4 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.
ChFC®, Series 63
Pearland, TX
DPH Financial
Series 65
Pearland, TX
Eightone Capital LLC
Series 66
Houston, TX
Othniel Financial Advisory Services, LLC
CFP®, Series 63
Friendswood, TX
Worthen Financial Advisors
CFP®, Series 63, Series 65
Pearland, TX
EZ Financial Group Inc.
Series 63, Series 65
Alvin, TX
Harris Financial Consulting, PLLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")