Benny Ynfante
Rook Strategies Wealth Management · Robstown, Texas
Benny Ynfante is a fee-only financial advisor at Rook Strategies Wealth Management in Robstown, Texas. Rook Strategies Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Rook Strategies Wealth Management |
|---|---|
| Based in | Robstown, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $5M across 38 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5627732 |
| Exams passed | Series 63 (2018) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rookstrategies.com |
| Profile |
How Benny's firm compares
- Rook Strategies Wealth Management's average account is about $132,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Benny
Is Benny Ynfante a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benny holds no broker registration, and Rook Strategies Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benny charge for financial advice?
Benny's firm, Rook Strategies Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Benny Ynfante based?
Benny Ynfante is based in Robstown, Texas.
Is Benny Ynfante registered with the SEC?
Yes. Benny Ynfante is registered as an investment adviser representative in TX (CRD 5627732), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rook Strategies Wealth Management manage?
Rook Strategies Wealth Management reports $5M across 38 accounts in assets under management.
How do I contact Benny Ynfante?
Through Benny's website, www.rookstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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