Adrienne Ross, CFP^®

ChFC^®, MQFP^®

Certified Financial Planner™

Adrienne Ross

905 W Riverside Ave, Ste 201
Spokane, WA 99201-1099

FINANCIAL ADVISOR'S WEBSITE

https://www.myciwm.com

(509) 847-4079 CONNECT WITH Adrienne

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Clear Insight Financial Planning, LLC has the following fee schedule: $2400 for annual comprehensive financial planning, $200 per hour for financial planning projects, and 1% asset under management fee.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Clear Insight Financial Planning, LLC

General

Adrienne Ross is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Adrienne Ross in Spokane, WA and the surrounding communities.

Financial Advisor Overview

Clear Insight Financial Planning, LLC is a fee-only, fiduciary financial planning firm that specializes in helping military families maximize their retirement benefits and resources to define and live their best lives as they transition into civilian life.

Financial Advisor Experience

Adrienne has served as a financial counselor,planner, and educator for more than a decade. Based on her desire to better serve her clients, she earned the Accredited Financial Counselor®, Certified Financial Planner™ Professional and Chartered Financial Consultant ® designations. Valuing the fiduciary standard, putting clients interests first, and truly independent financial advice led Adrienne to found Clear Insight Financial Planning, LLC in 2019. Though the firm is young, Adrienne brings her years of experience and love of planning to serve her clients in her new capacity.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - AFC^®,MQFP^®

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Mutual Funds, Getting Married, Identity Theft, Job Loss, Life Planning, Retirement, Sudden Wealth, Personal Taxes, Women's Finances