Advisor at Rossby Financial, LLC
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
Rossby Financial, LLC
Location
La Porte, IN 46350
Credentials
CFP®, Series 63
Industry experience
16 years
Fixed fees for financial planning and consulting services range from $200 to $50,000 based on scope and complexity.
Some IARs act as registered representatives providing commission-based securities brokerage and insurance products commissions; these fees are separate from advisory fees.
Hourly financial planning and consulting fees range from $100 to $1,000 per hour depending on scope and complexity.
Fee-only: Hourly fees range from $100 to $1,000 per hour; Fixed fees range from $200 to $50,000; Ongoing planning fees negotiated individually.
Rossby Financial LLC
2025 - Present (1 year)
OSBORN Wealth Management
2025 - Present (1 year)
AyarBorn Properties, LLC
2020 - Present (6 years)
OSBORN Wealth Management
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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