Jace Hart
Rockwall Wealth Management · Rockwall, Texas
Jace Hart is a fee-only financial advisor at Rockwall Wealth Management in Rockwall, Texas, who holds the CFP credential. Rockwall Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rockwall Wealth Management |
|---|---|
| Based in | Rockwall, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $305.5M across 1,273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6817425 |
| Exams passed | Series 63 (2017) · Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How Jace's firm compares
- Rockwall Wealth Management's average account is about $240,000, from its Form ADV (assets managed divided by 1,273 accounts).
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Questions about Jace
Is Jace Hart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jace holds no broker registration, and Rockwall Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jace charge for financial advice?
Jace's firm, Rockwall Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jace Hart based?
Jace Hart is based in Rockwall, Texas.
What credentials does Jace Hart hold?
Jace Hart holds the CFP credential.
Is Jace Hart registered with the SEC?
Yes. Jace Hart is registered as an investment adviser representative in TX (CRD 6817425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rockwall Wealth Management manage?
Rockwall Wealth Management reports $305.5M across 1,273 accounts in assets under management.
How do I contact Jace Hart?
Contact details aren't on file yet. Search for Rockwall Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockwall
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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