Robert
Foss
Edgerock Wealth Management
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About this Advisor
Robert Foss is a financial advisor operating out of Englewood, Colorado who has 2 years of relevant experience. Foss is an advisor for Edgerock Wealth Management. The advisor has gained experience at Reverse Polish, LLC, Georganne L Foss Gift Trust/Foss Family, Full Time Student, Edgerock Wealth Management, LLC, Ae Wealth Management, LLC and Edgerock Capital, LLC. Foss has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Colorado. Edgerock Wealth Management is a firm operating out of Denver, CO. The company has offices in two locations and a total of 15 financial advisors. It has $253 million in assets under management across its 1,235 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,235 client accounts, just 14% belong to high-net-worth investors who have greater than $1 million in assets. Edgerock Wealth Management performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which services are offered. Fees billed by Edgerock Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edgerock Wealth Management Brokerage Details
$252,895,716
15
1,235
$204,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Foss Work History
Robert has been registered as a financial advisor for 2 years.*
Edgerock Capital, LLC
Edgerock Wealth Management, LLC
Ae Wealth Management, LLC
Reverse Polish, LLC
Georganne L Foss Gift Trust/Foss Family
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Foss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edgerock Wealth Management
Englewood, CO
Grand Junction, CO
Englewood, CO
Englewood, CO
Englewood, CO
Denver, CO
Englewood, CO
Bend, OR
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