Jace Hart is a CFP-designated registered investment advisor at Rockwall Wealth Management, based in Rockwall, TX, with 9 years of industry experience. Jace 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
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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
Rockwall Wealth Management
Previous Registrations
Leo Brokerage, LLCBroker
Leo Wealth, LLC
LPL Financial LLCBroker
LPL Financial LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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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