A complete list of active advisors currently associated with Rockwall Wealth Advisors

Warmer can help you find a great advisor at Rockwall Wealth Advisors or one who fits your needs even better.

Rockwall Wealth Advisors is an independent, single‑advisor registered investment adviser that manages about $36 million in discretionary client assets for roughly 89 individual and high‑net‑worth clients. The firm provides investment management (including use of third‑party/outside managers and a program through Orion Portfolio Solutions), ongoing comprehensive financial planning, project and hourly planning, and participant account management for held‑away defined contribution accounts. The firm emphasizes passive portfolio construction grounded in modern portfolio theory while also applying fundamental analysis and due diligence when recommending outside managers; portfolios are typically composed of index mutual funds and ETFs. Accounts are managed on a discretionary basis with semiannual reviews, client‑specific investment policy statements, and the ability for clients to impose reasonable restrictions on holdings or sectors. Notable operational features include use of multiple institutional platforms and custodians (including integrations with Schwab, Fidelity, and Orion) and receipt of platform software and support that assist in account monitoring and reporting. The firm also incorporates a broad planning service set (business planning, employee‑benefit optimization, charitable and estate planning) and waives ongoing comprehensive planning fees for clients with $250,000 or more in assets under management.

To learn more about the advisors currently working at Rockwall Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.