Rose DeFrank
WealthFD · Conshohocken, Pennsylvania
Rose DeFrank is a fee-only financial advisor at WealthFD in Conshohocken, Pennsylvania, who holds the CFP credential. Rose focuses on student loans and tax planning. WealthFD reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | WealthFD |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $87.8M across 450 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7236293 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wealthfd.com |
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Questions about Rose
Is Rose DeFrank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rose holds no broker registration, and WealthFD reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rose charge for financial advice?
Rose's firm, WealthFD, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rose DeFrank based?
Rose DeFrank is based in Conshohocken, Pennsylvania.
What does Rose specialize in?
Rose's specialties include student loans and tax planning. Rose works with physicians, retirees and pre-retirees.
What credentials does Rose DeFrank hold?
Rose DeFrank holds the CFP credential.
Is Rose DeFrank registered with the SEC?
Yes. Rose DeFrank is registered as an investment adviser representative in PA (CRD 7236293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthFD manage?
WealthFD reports $87.8M across 450 accounts in assets under management.
How do I contact Rose DeFrank?
Through Rose's website, www.wealthfd.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
- WealthFD 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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