Wells Fargo Advisors
47yrs
Top advisor by experience in Savannah
15yrs
Michael Ross
Financial advisor at T.R.U.e. Coastal Capital
Michael Ross has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Savannah, Georgia. Michael has been with T.R.U.e. Coastal Capital since 2023; before that, Michael spent four years at Mutual Advisors and three years at Northlanding Financial Partners. T.R.U.e. Coastal Capital offers financial planning and investment management and is paid through a percentage of assets.
One of 317 advisors with offices in Savannah, and one of 289 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office21 East York Street, Savannah, GA 31401
How the firm is paid ?Percent of assets
Typical client at the firm ?$795,573
Advisors at the firm2
States licensed ?2 states
Services through T.R.U.e. Coastal Capital
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowT.R.U.e. Coastal Capital, LLCCurrent firm
- 2019 – 2023Mutual Advisors, LLCPreviously
- 2017 – 2019Northlanding Financial Partners, LLCPreviously
- May 2016 – Dec 2016Northlanding Financial Partners, LLCPreviously
- 2013 – 2016High Falls Advisors, Inc.Previously
Contact Michael
(912) 234-3657T.R.U.e. Coastal Capital main office 21 East York StreetSavannah, GA 31401Office · Get directions Facebook pageT.R.U.e. Coastal Capital
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call T.R.U.e. Coastal Capital at (912) 234-3657 and ask for Michael Ross. Michael works from the Savannah, GA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
T.R.U.e. Coastal Capital reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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