PRS Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PRS Wealth Management provides investment advisory and financial planning services to individual and high‑net‑worth clients, including ongoing discretionary portfolio management, IRA rollover guidance, and one‑time financial plans addressing retirement, tax, insurance, and college planning. The firm typically recommends mutual funds and ETFs but may also advise on fixed income instruments, Treasury inflation‑protected securities, and annuities when appropriate.
The firm builds client‑specific allocations using Modern Portfolio Theory, documents risk tolerance through an Investment Approach Questionnaire, and conducts periodic portfolio reviews while generally exercising discretionary trading authority. While oriented toward long‑term management, PRS also uses margin and options trading (including uncovered options and spread strategies), which carry materially greater risks than the long‑only approaches common among many peers.
Distinctive aspects include the firm’s scale — approximately $59.9 million in discretionary assets and $7.1 million in non‑discretionary assets as of February 14, 2026 — and its custody arrangement that directs clients to specific custodians (Altruist or Schwab) and receives institutional services that may create soft‑dollar conflicts of interest. The brochure also discloses the firm’s use of AI tools to record and transcribe meetings (with related AI, political, and cybersecurity risk disclosures) and that financial planning engagements are generally delivered as a single plan unless additional services are arranged.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.50% annually
Account minimum: $300,000 Minimum fee: Minimum annual fee of $3,000 Fee-only: Fixed financial planning fees between $3,000 and $30,000
Main office
Coppell TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Prs Wealth Management · Roos Bros. LLC · Wealth Planning Advisers
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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