Gerald Hendrik
Rockwall Wealth Advisors · Rockwall, Texas
Gerald Hendrik is a fee-only financial advisor at Rockwall Wealth Advisors in Rockwall, Texas. Gerald charges a percentage of assets, hourly fees and a one-time planning fee ($250 an hour and 0.4%–1.5% a year of assets managed).
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Who they serve
- Ultra high net worth
Facts
| Firm | Rockwall Wealth Advisors |
|---|---|
| Based in | Rockwall, Texas |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | $250 an hour · 0.4%–1.5% a year of assets managed · A $250,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $36.0M across 89 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5971377 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.rockwallwealthadvisors.com |
| Profile |
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Questions about Gerald
Is Gerald Hendrik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Rockwall Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerald charge for financial advice?
Gerald charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Gerald charge?
According to Rockwall Wealth Advisors's website, checked October 30, 2026: $250 an hour; 0.4%–1.5% a year of assets managed; a $250,000 asset minimum.
Does Gerald work with clients virtually?
Yes. Rockwall Wealth Advisors says on its website that it works with clients remotely.
Where is Gerald Hendrik based?
Gerald Hendrik is based in Rockwall, Texas.
Is Gerald Hendrik registered with the SEC?
Yes. Gerald Hendrik is registered as an investment adviser representative in TX (CRD 5971377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Rockwall Wealth Advisors manage?
Rockwall Wealth Advisors reports $36.0M across 89 accounts in assets under management.
How do I contact Gerald Hendrik?
Through Gerald's website, www.rockwallwealthadvisors.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
- Rockwall Wealth 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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