ROSSJOHNSON & ASSOCIATES, LLC
SEC RegisteredSpecializing in Wealth Accumulation, Distribution & Conservation
About the firm
Ross Johnson & Associates assists in all phases of an individual's financial planning life. Through continuous monitoring, they help to ensure the long-term financial success of their clients. Founded on a shared vision, RJA continues to be guided by Patrick Ross, with more than 30 years of experience in the financial services industry.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning including wealth accumulation, distribution, and conservation, with continuous monitoring for long-term financial success
Who they serve
Individuals and their families seeking financial planning across all phases of their financial life
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 192 | $51M |
| High Net Worth Individuals | 80 | $154M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $6.3M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
25 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.00% |
| $500,001 - $3,000,000 | 0.75% |
| $3,000,001 and up | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROSSJOHNSON & ASSOCIATES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.