Roserock Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“Additionally, for Clients with less than $1,000,000 in assets under management, there is a one-time fee ranging from $1,000 to $3,000 for the preparation of the initial financial plan.”

Monthly fee

$150/mo

“Fees for ongoing financial planning services are offered for a fixed monthly fee of $150 per month.”

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

How Roserock Wealth Management, LLC bills

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

• “RoseRock may impose a minimum annual account fee of $11,000.00, which is negotiable at the discretion of the Advisor.”
• “Wealth management fees in the first quarter of service are prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Roserock Wealth Management, LLC’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
• 9 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Roserock Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

74

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$275,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288088

Website

roserockwealth.com (opens in new tab)

Phone

(214) 220-8989

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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