What is a Fiduciary?

You never have to worry about Rockwall Wealth Advisors collecting a commission or selling you proprietary products. We are Fee-Based Financial Advisors and Financial Planners that always keep your best interest at heart. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person.  I have personally taken an oath to serve as a fiduciary.

How much are your fee’s?

It all begins with how we are working together. Do you just want us to manage your assets? Do we just need a few hours? A one time financial plan? On going comprehensive wealth management? Our fees can be based on a $250 hourly rate or range anywhere from .40% - 1.5% of assets under management. Not sure what that would look like for you? Lets talk and after we give you a proposal you will know exactly what a working relationship would entail.

Does Rockwall Wealth Advisors have a minimum?

Rockwall Wealth Advisors focuses on high net worth individuals, families, and business owners with investable assets of $250,000 or more. When we started Rockwall Wealth Advisors, we saw an opportunity to help an a market with different needs than other investors. We’re dedicated to serving clients throughout their lives with investing advice, tailored solutions and ongoing support.

Is there a contract if I decide to work with you?

No! This is an “at will” relationship. Circumstances change all the time. Hire us today, you can fire us tomorrow.

Where is my money held if you manage it?

We custodian our accounts at Charles Schwab and Fidelity with our relationship through Orion Portfolio Solutions. Everything stays in YOUR name!!!

Do I have to live in Rockwall or the state of Texas to work with you?

No. We meet you where you are at. Located in Texas, Florida, or in California, no worries. You can come see us in our office, we can come see you, or we can do this whole virtual thing as well.

Can I roll my current accounts to you as well as my old 401k plans?

YES!!!