# Miguel Sosa

> Miguel Sosa is a fee-only financial advisor at Rose Capital Advisors in Miami Beach, Florida. Miguel focuses on retirement planning, estate & legacy planning and tax planning. Rose Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Rose Capital Advisors
- **Based in:** Miami Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $608.3M across 917 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 1062639 (https://adviserinfo.sec.gov/individual/summary/1062639)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1983), Series 65 (2005)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.rosecapitaladvisors.com

## Frequently asked questions

### Is Miguel Sosa a fee-only financial advisor?

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

### How does Miguel charge for financial advice?

Miguel's firm, Rose Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Miguel Sosa based?

Miguel Sosa is based in Miami Beach, Florida.

### What does Miguel specialize in?

Miguel's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### Is Miguel Sosa registered with the SEC?

Yes. Miguel Sosa is registered as an investment adviser representative in FL (CRD 1062639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rose Capital Advisors manage?

Rose Capital Advisors reports $608.3M across 917 accounts in assets under management.

### How do I contact Miguel Sosa?

Through Miguel's website, www.rosecapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1062639): 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://rosecapitaladvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

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