Advisor at Huffman & Ross Wealth Management 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
Huffman & Ross Wealth Management LLC
Location
Morgantown, WV 26508
Credentials
Series 63, Series 65
Industry experience
23 years
Financial planning fixed fees negotiated between $0 and $10,000
1.00% annually
Huffman & Ross Wealth Management
2025 - Present (1 year)
Equitable Advisors
2021 - 2025 (4 years)
Tiaa
2013 - 2021 (8 years)
TIAA-CREF Individual & Institutional Services, LLC
2013 - 2021 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Fairmont, WV
Blackwater Financial
I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.
CFP®, ChFC®, Series 63, Series 66
Kingwood, WV
Edward Jones
CFP®, Series 66
Fairmont, WV
Edward Jones
Series 66
Fairmont, WV
Edward Jones
Series 66
Fairmont, WV
Edward Jones
Series 66
Fairmont, WV
Edward Jones
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