# Renee Sneed

> Renee Sneed 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.

Page: https://find.wellspent.co/advisors/renee-sneed/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rockwall Wealth Management
- **Based in:** Rockwall, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $305.5M across 1,273 accounts
- **Credentials:** CFP
- **CRD:** 7253539 (https://adviserinfo.sec.gov/individual/summary/7253539)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 4 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Renee Sneed a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Renee 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 Renee charge for financial advice?

Renee's firm, Rockwall Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Renee Sneed based?

Renee Sneed is based in Rockwall, Texas.

### What credentials does Renee Sneed hold?

Renee Sneed holds the CFP credential.

### Is Renee Sneed registered with the SEC?

Yes. Renee Sneed is registered as an investment adviser representative in TX (CRD 7253539), 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 Renee Sneed?

Contact details aren't on file yet. Search for Rockwall Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7253539): 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

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