Advisor at Rockbound Wealth Management
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Firm
Rockbound Wealth Management
Location
El Paso, TX 79912
Credentials
Series 65
Industry experience
18 years
David Preece is a financial advisor at Rockbound Wealth Management in El Paso, TX, holding a Series 65 designation with 18 years of industry experience. He previously worked at Retirement Resources Wealth Management, LP for 10 years before founding Rockbound in 2018. Outside of his advisory role, he owns Elephant Investment Group, LP, a business involved in buying, developing, and selling residential real estate. Rockbound Wealth Management is an independent, fee-only Registered Investment Adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using core-and-satellite portfolios, combining passive index funds with selective active strategies, and offers both retail and institutional advisory services.
Based on Rockbound Wealth Management
Based on Rockbound Wealth Management
Financial planning fees range from $450 to $3,000, negotiable based on complexity.
$0 - $500,000: 1.75% $501,000 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00%
$125 per hour for limited scope engagements, including seminars and workshops.
Fee-only: Fee-only financial planning and investment management; no commissions or finder’s fees accepted.
5915 Silver Springs Bldg 5
El Paso, TX 79912
Texas
Rockbound Wealth Management
2018 - Present (8 years)
Retirement Resources Wealth Management, Lp
2008 - 2018 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Series 65
El Paso, TX
Retirement Resources Wealth Management, Lp
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