Rosemary Wright is a CFP-designated registered investment advisor at Whitwell Advisors, based in Bee Cave, TX, with 11 years of industry experience. Rosemary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 337 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.00% annually, billed monthly in arrears. The firm reserves the right to charge up to 3.00% of the value of your portfolio or up to 1.50% for non-traditional structures. Accounts consisting solely of low-risk money market and short-term government bond funds receive a discounted rate of 0.25%. Fees are negotiable.
Fee Estimator
Location
Bee Cave, TX
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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
Rosemary is a membership director for Lantana Ladies Leagues, a 501(c)(3) organization, since 2020. She dedicates minimal time to this activity.
Employment History
Current Registrations
Whitwell Advisors
Previous Registrations
Compound Planning
Belpointe Asset Management LLC
National Wealth Partners LLC
Piascik Advisors, INC
Wachovia Securities, LLC
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
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