# Chuck Rose

> Chuck Rose is a fee-only financial advisor at Granite Rose Wealth Alliance LLC in Fairfield, New Jersey, who holds the CFP credential. Chuck charges a one-time planning fee and focuses on small business owners and retirement planning.

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

## Facts

- **Firm:** Granite Rose Wealth Alliance LLC
- **Based in:** Fairfield, New Jersey
- **Fee model:** One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $29.1M across 237 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning
- **Works with:** Founders
- **CRD:** 4358927 (https://adviserinfo.sec.gov/individual/summary/4358927)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 66 (2001)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://graniterosewealth.com

## Frequently asked questions

### Is Chuck Rose a fee-only financial advisor?

Yes. Chuck Rose is listed in 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 Chuck's firm.

### How does Chuck charge for financial advice?

Chuck charges a one-time planning fee.

### Where is Chuck Rose based?

Chuck Rose is based in Fairfield, New Jersey.

### What does Chuck specialize in?

Chuck's specialties include small business owners and retirement planning. Chuck works with founders.

### What credentials does Chuck Rose hold?

Chuck Rose holds the CFP credential.

### Is Chuck Rose registered with the SEC?

Yes. Chuck Rose is registered as an investment adviser representative in NJ, NY and TX (CRD 4358927), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Granite Rose Wealth Alliance LLC manage?

Granite Rose Wealth Alliance LLC reports $29.1M across 237 accounts in assets under management.

### How do I contact Chuck Rose?

Through Chuck's website, graniterosewealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/chuck-rose-11654): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://graniterosewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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