Peter Roth
Roth Financial Partners · Kingwood, Texas
Peter Roth is a fee-only financial advisor at Roth Financial Partners in Kingwood, Texas, who holds the CFP credential. Peter focuses on retirement planning, small business owners and tax planning. Roth Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Divorced individuals
Facts
| Firm | Roth Financial Partners |
|---|---|
| Based in | Kingwood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $460.1M across 708 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1201110 |
| Exams passed | Series 63 (1983) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rothfinancialpartners.com |
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Questions about Peter
Is Peter Roth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Roth Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Roth Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Roth based?
Peter Roth is based in Kingwood, Texas.
What does Peter specialize in?
Peter's specialties include retirement planning, small business owners and tax planning. Peter works with retirees, founders and divorced individuals.
What credentials does Peter Roth hold?
Peter Roth holds the CFP credential.
Is Peter Roth registered with the SEC?
Yes. Peter Roth is registered as an investment adviser representative in TX (CRD 1201110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roth Financial Partners manage?
Roth Financial Partners reports $460.1M across 708 accounts in assets under management.
How do I contact Peter Roth?
Through Peter's website, www.rothfinancialpartners.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
- Roth Financial Partners 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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