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
Melbourne, FL 32901
Credentials
CFA®, Series 66
Industry experience
20 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)
Financial Strategies of Amelia
2025 - Present (1 year)
Osaic Wealth, Inc.
2024 - Present (2 years)
Osaic Wealth, Inc.
2024 - Present (2 years)
Securities America Advisors
2014 - 2024 (10 years)
SECURITIES AMERICA, inc.
2014 - 2024 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
Series 66
St Marys, GA
Edward Jones
Series 66
Kingsland, GA
Fidelity
Suzanne Wing is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update personalized financial plans. She has been with Fidelity Investments since 2018, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager at the Regional Center supporting premium clients, and currently serving as a Planning Consultant. Suzanne holds insurance licenses in Arkansas and California, which support her work in financial planning. Outside of her professional role, she enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, watching movies, and engaging in parenthood.
Series 63, Series 66
Yulee, FL
Fidelity
Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2017. He partners with individuals and families to create financial plans aimed at improving their overall financial well-being. Prior to his current role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his financial planning approach, Ira focuses on understanding clients' goals and needs to develop effective and detailed financial plans and investment strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ira has interests in baseball, fishing, football, gardening, outdoor adventures, and scuba diving.
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
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