Firm
Rockwall Wealth Management
Rockwall, Texas
Fee-only
Rockwall Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 612 individual clients, 125 of them high net worth.
- Its average account is about $240,000 (assets it manages divided by its 1,273 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Rockwall, Texas |
|---|---|
| Phone | (972) 771-1472 |
Rockwall Wealth Management fees
Rockwall Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $305 million |
| Individual clients | 487 |
| High-net-worth clients | 125 |
| Accounts managed | 1,273 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-135636) |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 339856 |
Advisors at this firm (3)
Other fee-only firms in Texas
- Rook Strategies Wealth Management · Robstown
- RoseRock Wealth Management · Dallas
- Rosman Asset Management · The Woodlands
- Roth Financial Partners · Kingwood
- Ryerson Financial · Houston
- S. Harris Financial Group · San Antonio
- Saddock Wealth · Dallas
- Safe Landing Financial · Plano