Bruce Hunt
Rose Valley Asset Management · Media, Pennsylvania
Bruce Hunt is a fee-only financial advisor at Rose Valley Asset Management in Media, Pennsylvania. Bruce focuses on retirement planning. Rose Valley Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Rose Valley Asset Management |
|---|---|
| Based in | Media, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $99.8M across 229 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2708731 |
| Exams passed | Series 63 (1996) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rosevalleyasset.com |
| Profile |
How Bruce's firm compares
- Rose Valley Asset Management's average account is about $436,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Bruce
Is Bruce Hunt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Rose Valley Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Rose Valley Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bruce Hunt based?
Bruce Hunt is based in Media, Pennsylvania.
What does Bruce specialize in?
Bruce's specialties include retirement planning.
Is Bruce Hunt registered with the SEC?
Yes. Bruce Hunt is registered as an investment adviser representative in PA (CRD 2708731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rose Valley Asset Management manage?
Rose Valley Asset Management reports $99.8M across 229 accounts in assets under management.
How do I contact Bruce Hunt?
Through Bruce's website, www.rosevalleyasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Rose Valley Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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