Advisor at Rook Strategies Wealth Management, PLLC
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Firm
Rook Strategies Wealth Management, PLLC
Location
Robstown, TX
Credentials
Series 63, Series 65
Industry experience
7 years
Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, and fixed annuities. Rook Strategies Wealth Management serves individuals, including high-net-worth clients, and businesses by providing portfolio management, financial planning, and consulting. The firm manages approximately $5 million in client assets across a range of investment types, emphasizing non-discretionary client arrangements and integrating held-away retirement accounts into its portfolio oversight.
Based on Rook Strategies Wealth Management, PLLC
Based on Rook Strategies Wealth Management, PLLC
1% - 2.5% annually (negotiable based on portfolio complexity and services provided)
Insurance commissions earned by licensed persons affiliated with the firm are separate and in addition to advisory fees.
$250-$500 per hour for financial planning, consulting and asset allocation services, negotiable.
Account minimum: $10,000
Robstown, TX
Texas
Rook Strategies Wealth Management, PLLC
2021 - Present (5 years)
Mutual of Omaha Investor Services
2017 - 2021 (4 years)
Mutual of Omaha Insurance Company
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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