Rockwall Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The upfront charge and ongoing fees will be waived. 8 Hourly Financial Planning Hourly Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$4,000

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning includes an upfront charge of $500-$4,000 and an ongoing fee that is paid in arrears, either monthly or quarterly.”

Monthly fee

$100⁠-⁠$1,000/mo

“For clients paying monthly, the fee is $100-$1,000 per month.”

Quarterly fee

$300⁠-⁠$3,000/qtr

“For clients paying quarterly, the fee is $300-$3,000 per quarter.”

Annual fee

$500/yr

“Our minimum annual fee for this service is $500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Rockwall Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “This fee is billed monthly ($6.25) in arrears for clients who have a household average daily balance below $100,000 that month.”
• “The annual fees are negotiable, prorated, and paid in arrears on a monthly basis, based on the average daily balance over the previous month.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Rockwall Wealth Advisors’ fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,000 spans the Texas median of $3,850. 24% of the 401 other Texas planners that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.

About Rockwall Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

89

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$36,012,428

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310735

Website

rockwallwealthadvisors.com (opens in new tab)

Phone

(214) 923-5237

Other planners in Rockwall that publish fees

• Blanck FinancialRockwall$250/hr, $1,500⁠-⁠$6,000
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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