Miguel Sosa
Rose Capital Advisors · Miami Beach, Florida
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.
Request an introduction to Miguel →
Specialties
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 | $608.3M across 917 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1062639 |
| Exams passed | Series 63 (1983) · Series 65 (2005) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.rosecapitaladvisors.com |
How Miguel's firm compares
- Rose Capital Advisors's average account is about $663,000, from its Form ADV (assets managed divided by 917 accounts).
Request an introduction to Miguel
Tell Miguel a little about what you're looking for. Miguel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Miguel
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.
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
- Rose Capital 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.
See something wrong? Request a correction. Read our methodology.