Chuck Rose
Granite Rose Wealth Alliance LLC · Fairfield, New Jersey
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Granite Rose Wealth Alliance LLC |
|---|---|
| Based in | Fairfield, New Jersey |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $29.1M across 237 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 4358927 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | graniterosewealth.com |
How Chuck's firm compares
- Granite Rose Wealth Alliance LLC's average account is about $123,000, from its Form ADV (assets managed divided by 237 accounts).
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Questions about Chuck
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fairfield
Other advisors in New Jersey who focus on small business owners
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Granite Rose Wealth Alliance LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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