R

Rossby Financial, LLC

Updated today
Connect with this firm

Total assets under management

$358,627,117

Total clients

804

13% high-net worth

Total advisors

2

of 4 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

402

Average account size

$446,054

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning and consulting services range from $200 to $50,000 based on scope and complexity.

Commissions

Some IARs act as registered representatives providing commission-based securities brokerage and insurance products commissions; these fees are separate from advisory fees.

Project-based

Hourly financial planning and consulting fees range from $100 to $1,000 per hour depending on scope and complexity.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Rossby Financial, LLC

2412 Irwin Street

Melbourne FL 32901, United States

Number of offices

11

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

321-209-0111

Advisors at this firm

Scroll left Scroll right
user avatar

Scott B

Series 63, Series 65

Melbourne, FL

Rossby Financial, LLC
user avatar

Andrew E

Series 66

Melbourne, FL

Rossby Financial, LLC
user avatar

David O

CFP®, Series 63

La Porte, IN

Rossby Financial, LLC
user avatar

Nicola N

CFA®, Series 66

Melbourne, FL

Rossby Financial, LLC
user avatar

Michael M

ChFC®

Columbus, OH

Rossby Financial, LLC
user avatar

John Christopher A

Series 66

Anchorage, AK

Rossby Financial, LLC
user avatar

Kelly R

CFP®, Series 63, Series 65

Augusta, GA

Rossby Financial, LLC
user avatar

Christopher M

Series 63, Series 65

Valencia, PA

Rossby Financial, LLC
user avatar

Antonio R

Series 63

The Woodlands, TX

Rossby Financial, LLC
user avatar

Paige C

CFA®

Melbourne, FL

Rossby Financial, LLC
user avatar

Gulielma F

CFP®, Series 65

Silver Spring, MD

Rossby Financial, LLC
user avatar

Stephen F

Series 63, Series 66

Melbourne, FL

Rossby Financial, LLC
user avatar

Alan J

Series 63, Series 65

Jacksonville, FL

Rossby Financial, LLC
user avatar

Jennifer S

Series 63, Series 65

Melbourne, FL

Rossby Financial, LLC
user avatar

Hazel T

Series 65

Silver Spring, MD

Rossby Financial, LLC
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")