David Preece
Rockbound Wealth Management · El Paso, Texas
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.
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Facts
| Firm | Rockbound Wealth Management |
|---|---|
| Based in | El Paso, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $5.2M across 42 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5485171 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How David's firm compares
- Rockbound Wealth Management's average account is about $124,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Paso
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
- 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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