# David Preece

> David Preece is a fee-only financial advisor at Rockbound Wealth Management in El Paso, Texas. Rockbound Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-preece/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rockbound Wealth Management
- **Based in:** El Paso, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $5.2M across 42 accounts
- **CRD:** 5485171 (https://adviserinfo.sec.gov/individual/summary/5485171)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is David Preece a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Rockbound Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Rockbound Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Preece based?

David Preece is based in El Paso, Texas.

### Is David Preece registered with the SEC?

Yes. David Preece is registered as an investment adviser representative in TX (CRD 5485171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rockbound Wealth Management manage?

Rockbound Wealth Management reports $5.2M across 42 accounts in assets under management.

### How do I contact David Preece?

Contact details aren't on file yet. Search for Rockbound Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5485171): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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