Daniel Rosales
Rose Capital Advisors · Coral Gables, Florida
Daniel Rosales is a fee-only financial advisor at Rose Capital Advisors in Coral Gables, Florida. Daniel focuses on retirement planning, estate & legacy planning and tax planning. Rose Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Rose Capital Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $608.3M across 917 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5851473 |
| Exams passed | Series 66 (2012) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.rosecapitaladvisors.com |
How Daniel's firm compares
- Rose Capital Advisors's average account is about $663,000, from its Form ADV (assets managed divided by 917 accounts).
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Questions about Daniel
Is Daniel Rosales a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Rose Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Rose Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Rosales based?
Daniel Rosales is based in Coral Gables, Florida.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Daniel Rosales registered with the SEC?
Yes. Daniel Rosales is registered as an investment adviser representative in FL (CRD 5851473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rose Capital Advisors manage?
Rose Capital Advisors reports $608.3M across 917 accounts in assets under management.
How do I contact Daniel Rosales?
Through Daniel's website, www.rosecapitaladvisors.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 Capital Advisors 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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