Rosemary Wright
Whitwell Advisors · Bee Cave, Texas
Rosemary Wright is a fee-only financial advisor at Whitwell Advisors in Bee Cave, Texas, who holds the CFP credential. Whitwell Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Whitwell Advisors |
|---|---|
| Based in | Bee Cave, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $116.8M across 489 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1728693 |
| Exams passed | Series 63 (1987) · Series 65 (1998) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | linktr.ee/whitwellpr |
How Rosemary's firm compares
- Whitwell Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Rosemary
Is Rosemary Wright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rosemary holds no broker registration, and Whitwell Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rosemary charge for financial advice?
Rosemary's firm, Whitwell Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Rosemary Wright based?
Rosemary Wright is based in Bee Cave, Texas.
What credentials does Rosemary Wright hold?
Rosemary Wright holds the CFP credential.
Is Rosemary Wright registered with the SEC?
Yes. Rosemary Wright is registered as an investment adviser representative in TX (CRD 1728693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitwell Advisors manage?
Whitwell Advisors reports $116.8M across 489 accounts in assets under management.
How do I contact Rosemary Wright?
Through Rosemary's website, linktr.ee/whitwellpr.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bee Cave
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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