# Matthew Rosenberg

> Matthew Rosenberg is a fee-only financial advisor at RoseCap Financial Advisors in Denver, Colorado. Matthew focuses on tax planning. RoseCap Financial Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-rosenberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** RoseCap Financial Advisors
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $527.5M across 746 accounts
- **Specialties:** Tax planning
- **CRD:** 5737037 (https://adviserinfo.sec.gov/individual/summary/5737037)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.rosecap.com

## Frequently asked questions

### Is Matthew Rosenberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and RoseCap Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, RoseCap Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Rosenberg based?

Matthew Rosenberg is based in Denver, Colorado.

### What does Matthew specialize in?

Matthew's specialties include tax planning.

### Is Matthew Rosenberg registered with the SEC?

Yes. Matthew Rosenberg is registered as an investment adviser representative in TX (CRD 5737037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RoseCap Financial Advisors manage?

RoseCap Financial Advisors reports $527.5M across 746 accounts in assets under management.

### How do I contact Matthew Rosenberg?

Through Matthew's website, www.rosecap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5737037): 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
- The firm's website (https://rosecap.com/): specialties, clients served, and fees, checked October 30, 2026

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