Preston Rosamond
Preston Rosamond is a registered investment advisor at The Rosamond Financial Group Wealth Management, LLC, based in Marble Falls, TX, with 24 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 68 clients with $66M 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 | 1.95% |
Fees are generally negotiable.
Fee Estimator
Location
608 N. Us Hwy 281, Suite 103, Marble Falls, TX, 78654
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2010Customer Dispute
August 2009Customer Dispute
October 2008Customer Dispute
September 2002Other Business Activities
Preston is the president of The Rosamond Financial Group, LLC, managing its daily operations, dedicating about a quarter of his time. He is also the manager of RFG Family Office, LLC, providing operating advice to businesses, dedicating about half his time.
Employment History
Current Registrations
The Rosamond Financial Group Wealth Management, LLC
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Edward Jones
Edward JonesBroker
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.