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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha focusFocus north
- Established Date
- 11-20-2023
- Office Locations
- 1
Office Locations
About Flowrate Financial, LLC
Flowrate Financial, LLC is an independent, fee-only RIA providing holistic financial planning and ongoing portfolio implementation for the HVAC community—MEP consulting engineers, mechanical contractors, sales engineers, and industry business owners. The firm emphasizes proactive tax planning, retirement income strategy, and income/asset protection, investing primarily with ETFs and mutual funds. Founded by CFP Ross Chawansky after 12 years in commercial HVAC; Schwab is custodian.
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Owner & Executives
Ross Chawansky
Chief Compliance Officer, Founder
- CRD
- #6901769
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,545,673 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,545,673 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,545,673
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,310,708,825 | 31.0% |
| Public Funds | $2,452,332,915 | 32.9% |
| Cash | $2,690,857,697 | 36.1% |
| Total | $7,453,899,437 | 100.0% |