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Rockbound Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,200,000
Total clients
42
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$123,810
About
Rockbound Wealth Management is an independent, fee-only Registered Investment Adviser founded in 2018 that provides personalized financial planning and investment management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services described in the brochure include cash-flow and retirement planning, estate and tax planning (the firm provides tax planning but does not prepare tax returns), investment management, and periodic reviews of client objectives.
The firm follows a strategic asset-allocation approach using a core-and-satellite framework, favoring passively managed index funds and exchange-traded funds as the core with selectively added active strategies as satellites; portfolios are described as globally diversified and the adviser accepts discretionary trading authority with tailored investment policy statements and client-imposed restrictions. Trades are typically executed through discount brokers and qualified custodians, and the firm states it does not act as custodian of client assets (clients retain asset control) while using limited powers of attorney to place trades.
Compared with many solo independent advisers, Rockbound combines retail portfolio management with advisory services for institutional-type clients (pension/profit-sharing plans and charitable organizations), a service mix that is uncommon among peers, and it also offers educational seminars and workshops and hourly planning engagements. The brochure notes negotiable fees with no account minimums, a fee-only/no-commission model, and reliance on third-party research services (e.g., from TD Ameritrade), which are features that distinguish its operating practices from many small independent firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
General tax planning
Passive / index investing
Fee options
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.
Main office location
Rockbound Wealth Management
5915 Silver Springs Bldg 5
El Paso TX 79912, United States
Number of offices
1
Most active in
Rockbound Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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