Richard Dirkse is a CFP-designated registered investment advisor at Rockwall Wealth Management, based in Rockwall, TX, with 39 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 612 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable on a client-by-client basis. Certain accounts involving annuities are billed quarterly in arrears.
Fee Estimator
Location
301 N Goliad, Rockwall, TX, 75087
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is the president of Dirkse & Associates, a bookkeeping, tax preparation, and consulting firm, since 1984. He also provides accounting and bookkeeping services for Watchman Minerals and owns Watchman Real Estate, which owns the land occupied by Dirkse and Associates. Richard is also the president of Rockwall Wealth Management, Inc. and a registered representative/investment adviser representative at BFT Financial Group, LLC.
Employment History
Current Registrations
Rockwall Wealth Management
Previous Registrations
Leo Wealth, LLC
Leo Brokerage, LLCBroker
Bft Financial Group, LLC
Securities America Advisors INC
Securities America, INC.Broker
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jace Hart, CFPRockwall Wealth Management
- Sydney Hacker, CFPMercer Global Advisors INC.
- Brad Sewell, CFPEdward Jones
- Guy Collins, CFP
- Renee Sneed, CFPLeo Wealth, LLC
- Barton Gunter, CFP