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KBR RETIREMENT & INVESTMENT SOLUTIONS
ROSS WEALTH PLANNING GROUP, LLC
CRD 126079
1B COMMONS DR, UNIT 13A, LONDONDERRY, NH, 03053, United States
Phone
603-216-6341
Fax
603-206-8544
Registration
— (—)
Source
State registered
Total AUM
$52.8M
Discretionary AUM
$52.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $52.6M |
All web addresses on file
Official SEC filing: View on IAPD