# Adam Rall

> Adam Rall is a fee-only financial advisor at Rall Capital Management, Inc. in Rockledge, Florida, who holds the CFP credential. Rall Capital Management, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-rall/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Rall Capital Management, Inc.
- **Based in:** Rockledge, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $122.7M across 426 accounts
- **Credentials:** CFP
- **CRD:** 7340196 (https://adviserinfo.sec.gov/individual/summary/7340196)
- **SEC registration:** Investment adviser representative
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://rallcapital.com/fee-only-financial-planning

## Frequently asked questions

### Is Adam Rall a fee-only financial advisor?

Yes. Adam Rall is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Adam's firm.

### How does Adam charge for financial advice?

Adam's firm, Rall Capital Management, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adam Rall based?

Adam Rall is based in Rockledge, Florida.

### What credentials does Adam Rall hold?

Adam Rall holds the CFP credential.

### Is Adam Rall registered with the SEC?

Yes. Adam Rall is registered as an investment adviser representative (CRD 7340196), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Rall Capital Management, Inc. manage?

Rall Capital Management, Inc. reports $122.7M across 426 accounts in assets under management.

### How do I contact Adam Rall?

Through Adam's website, rallcapital.com/fee-only-financial-planning.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7121): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.