Rosman Asset Management, LLC fees and pricing

Financial planner in The Woodlands, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 12, 2026, Rosman Asset Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial Consulting Services RAM offers financial consulting services on an hourly basis at a rate of $250 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

“Fees for Advisory Services Investment Management Services Investment management fees are paid monthly, in arrears, pursuant to the terms of the agreement.”
“The investment management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
“Fees may be negotiable at the sole discretion of the Advisor.”

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.
1 of the 7 other planners in The Woodlands that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 104
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $78,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155922
Website: rosmanasset.com (opens in new tab)
Phone: (832) 335-9118

Can advise clients in 2 states: Minnesota, Texas

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