Fee-only adviser · El Paso, TX
Rockbound Wealth Management
Rockbound Wealth Management is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in El Paso, Texas. On its latest Form ADV, filed April 23, 2024, it reports $5.2M in regulatory assets under management, 42 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 292616 |
| Office | 5915 Silver Springs Bldg 5 El Paso, TX 79912 |
| Phone | (915) 929-5415 |
| Website | Not listed |
| Regulatory assets under management | $5.2M |
| Individual clients | 42 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 23, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in El Paso
- Lauterbach Financial Advisors, LLC $700M
- J Beaver Investment Advisors Inc $73M
- Virtus Family Office $727M
- Retirement Resources Wealth Management, LP $49M
- Iron Oak Capital Management $13M
- Pecusavvy Financial $9.1M
See all 9 fee-only advisers in El Paso →
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