Ryan Huey is a CFP-designated registered investment advisor at Roserock Wealth Management, LLC, based in Dallas, TX, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 74 clients with $280M 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 $1.5M | 1.10% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.30% |
Fees may vary depending on the complexity of the client's circumstances or with the inclusion of financial planning or other services. Fees may be negotiable. For clients with less than $1,000,000, investment management is offered at 1.10% annually.
Fee Estimator
Location
5950 Sherry Lane, Suite 201, Dallas, TX, 75225
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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 →Employment History
Current Registrations
Roserock Wealth Management, LLC
Previous Registrations
Perryman Financial Advisory, INC.
Perryman Financial Advisory, INC.
Perryman Securities, INC.Broker
State Registrations1 state
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