Robert
Foss

Edgerock Wealth Management

CRD#6852942
Investment Advisor
in Englewood, CO

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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

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

7887 East Belleview Avenue Suite 240
Englewood, CO 80111

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Edgerock Wealth Management Brokerage Details

Total Assets Under Management

$252,895,716

CO Average: $2,349,664,866
Total Number of Employees

15

CO Average: 28
Total Number of Accounts

1,235

CO Average: 1,101
Average Account Size

$204,774

CO Average: $2,134,119

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.*

2020 - Present (4 years)

Edgerock Capital, LLC

2019 - Present (5 years)

Edgerock Wealth Management, LLC

2019 - Present (5 years)

Ae Wealth Management, LLC

2017 - 2019 (2 years)

Reverse Polish, LLC

2013 - 2017 (4 years)

Georganne L Foss Gift Trust/Foss Family

2011 - 2013 (2 years)

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

Jordan Rice
Englewood, CO
Tyler O'Dell
Grand Junction, CO
Robert Foss
Englewood, CO
Kyle Gerken
Englewood, CO
Kyle O'Dell
Englewood, CO
Chase Adler
Denver, CO
Kyle Shelley
Englewood, CO
Jacob Green
Bend, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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