Firm
Rook Strategies Wealth Management
Robstown, Texas
Fee-only
Rook Strategies Wealth Management 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 33 individual clients.
- Its average account is about $132,000 (assets it manages divided by its 38 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Robstown, Texas |
|---|---|
| Website | rookstrategies.com |
| Phone | (361) 290-0479 |
Rook Strategies Wealth Management fees
Rook Strategies 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 |
|---|---|
| Assets managed | $5 million |
| Individual clients | 33 |
| Accounts managed | 38 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2024 |
| SEC record | CRD 316901 |
Advisors at this firm (1)
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