Firm
RoseRock Wealth Management
Dallas, Texas
Fee-only
RoseRock Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 74 individual clients, 52 of them high net worth.
- Its average account is about $594,000 (assets it manages divided by its 463 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | roserockwealth.com |
| Phone | (214) 220-8989 |
RoseRock Wealth Management 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.
| Asset-based fee | 1.1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.10% of value on first $1.5 million of managed assets" source
"1.10% of value on first $1.5 million of managed assets" 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 · Fixed fees |
|---|---|
| Assets managed | $275 million |
| Individual clients | 22 |
| High-net-worth clients | 52 |
| Accounts managed | 463 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-120698) |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 288088 |