The Rosamond Financial Group Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,682,440
Clients
56
Advisors
2
of 5 employees
About
The Rosamond Financial Group Wealth Management provides portfolio management, financial planning, and financial coaching to individuals, high‑net‑worth clients, charitable organizations, and business entities, managing roughly $66 million across a limited client base. Its services include preparing written Investment Policy Statements, ongoing discretionary portfolio management, and one‑time financial plans delivered upon completion.
The firm typically seeks discretionary authority to implement client portfolios and documents risk tolerance and objectives in each client’s Investment Policy Statement; its methods of analysis include charting and both long‑ and short‑term trading. RFG WMGT invests across a wide set of vehicles — equities, fixed income, ETFs (including precious‑metal ETFs), REITs, annuities, private placements and venture capital — and provides regular portfolio monitoring and quarterly reports via custodians.
The brochure discloses outside business activities that distinguish the firm from many peers: the principal is a licensed insurance agent affiliated with an insurance agency and supervised persons may receive commissions for selling insurance and other products, a potential conflict the firm says it will document and disclose to clients. The firm also offers family‑office style operational advice through RFG Family Office LLC and ongoing financial coaching in addition to traditional advisory services, features that are less common among similarly sized supported firms.
Client services
Expertise
Fee options
Financial Planning Fees: up to $150,000 fixed rate; Financial Coaching Services Fees: up to $5,000 per month fixed rate
1.95% annually
Main office
608 N. Us Hwy 281, Suite 103
Marble Falls TX 78654
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Preston R
Series 63, Series 65
Marble Falls, TX
The Rosamond Financial Group Wealth Management, LLC
Preston Rosamond is a financial advisor with The Rosamond Financial Group Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2017 and was previously with Summit Financial Group, Inc. and Summit Brokerage Services, Inc. from 2009 to 2018. In addition to advisory work, he manages operating and administrative functions for his family office and provides organizational and financial process advice to businesses through RFG Family Office, LLC. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide asset allocation and employs both long- and short-term trading strategies with a broad range of investment vehicles.
Clinton C
Series 65
Marble Falls, TX
The Rosamond Financial Group Wealth Management, LLC
Clinton Connell is a financial advisor at The Rosamond Financial Group Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Smarter Retirement Solutions and Tucker Asset Management LLC. He was formerly contracted as an independent agent with several life insurance companies but is no longer active in that capacity. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide diversified investment strategies and incorporates both long- and short-term trading along with charting analysis in its research.
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