Rodney Roque
RR Financial Management · Fresno, California
Rodney Roque is a fee-only financial advisor at RR Financial Management in Fresno, California. RR Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RR Financial Management |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.5M across 62 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7283751 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Rodney's firm compares
- RR Financial Management's average account is about $24,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Rodney
Is Rodney Roque a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and RR Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rodney charge for financial advice?
Rodney's firm, RR Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rodney Roque based?
Rodney Roque is based in Fresno, California.
Is Rodney Roque registered with the SEC?
Yes. Rodney Roque is registered as an investment adviser representative in CA (CRD 7283751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RR Financial Management manage?
RR Financial Management reports $1.5M across 62 accounts in assets under management.
How do I contact Rodney Roque?
Contact details aren't on file yet. Search for RR Financial Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fresno
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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