Todd Roselle
Blue Rock Financial Group · Rehoboth Beach, Delaware
Todd Roselle is a fee-only financial advisor at Blue Rock Financial Group in Rehoboth Beach, Delaware, who holds the CFP and ChFC credentials. Blue Rock Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blue Rock Financial Group |
|---|---|
| Based in | Rehoboth Beach, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $381.8M across 795 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in DE, PA · CRD 5001611 |
| Exams passed | Series 63 (2005) · Series 65 (2006) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | bluerockfg.com |
How Todd's firm compares
- Blue Rock Financial Group's average account is about $480,000, from its Form ADV (assets managed divided by 795 accounts).
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Questions about Todd
Is Todd Roselle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Blue Rock Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Blue Rock Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Roselle based?
Todd Roselle is based in Rehoboth Beach, Delaware.
What credentials does Todd Roselle hold?
Todd Roselle holds the CFP and ChFC credentials.
Is Todd Roselle registered with the SEC?
Yes. Todd Roselle is registered as an investment adviser representative in DE and PA (CRD 5001611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Rock Financial Group manage?
Blue Rock Financial Group reports $381.8M across 795 accounts in assets under management.
How do I contact Todd Roselle?
Through Todd's website, bluerockfg.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
- 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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