Franklin Matute
RoseRock Wealth Management · Dallas, Texas
Franklin Matute is a fee-only financial advisor at RoseRock Wealth Management in Dallas, Texas, who holds the CFP credential. Franklin charges a percentage of assets (1.1% a year on the first tier of assets managed).
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Facts
| Firm | RoseRock Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.1% a year on the first tier of assets managed |
| Assets under management | $275M across 463 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5147408 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.roserockwealth.com |
| Profile |
How Franklin's firm compares
- RoseRock Wealth Management's average account is about $594,000, from its Form ADV (assets managed divided by 463 accounts).
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Questions about Franklin
Is Franklin Matute a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Franklin holds no broker registration, and RoseRock Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Franklin charge for financial advice?
Franklin charges a percentage of assets.
How much does Franklin charge?
According to RoseRock Wealth Management's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed.
Where is Franklin Matute based?
Franklin Matute is based in Dallas, Texas.
What credentials does Franklin Matute hold?
Franklin Matute holds the CFP credential.
Is Franklin Matute registered with the SEC?
Yes. Franklin Matute is registered as an investment adviser representative in TX (CRD 5147408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RoseRock Wealth Management manage?
RoseRock Wealth Management reports $275M across 463 accounts in assets under management.
How do I contact Franklin Matute?
Through Franklin's website, www.roserockwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- RoseRock Wealth Management 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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