Firm
Rockwall Wealth Advisors
Rockwall, Texas
Fee-only
Rockwall Wealth Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 89 individual clients, 5 of them high net worth.
- Its average account is about $405,000 (assets it manages divided by its 89 accounts).
- Its hourly rate of $250 is in line with the Texas median of $250.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Rockwall, Texas |
|---|---|
| Website | rockwallwealthadvisors.com |
| Phone | (214) 923-5237 |
Rockwall Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 0.4% to 1.5% a year |
| Account minimum | $250,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Our fees can be based on a $250 hourly rate" source
"range anywhere from .40% - 1.5% of assets under management" source
"range anywhere from .40% - 1.5% of assets under management" source
"investable assets of $250,000 or more" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 84 |
| High-net-worth clients | 5 |
| Accounts managed | 89 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 310735 |