Renee Sneed
Rockwall Wealth Management · Rockwall, Texas
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.
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Facts
| Firm | Rockwall Wealth Management |
|---|---|
| Based in | Rockwall, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $305.5M across 1,273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7253539 |
| Firm size | 4 employees |
| Disclosures | None reported |
How Renee's firm compares
- Rockwall Wealth Management's average account is about $240,000, from its Form ADV (assets managed divided by 1,273 accounts).
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Questions about Renee
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockwall
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
- 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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