RoseRock Wealth Management

RoseRock Wealth Management

Founded in 2017 by President Ryan W. Huey, CFP®, RoseRock Wealth Management originated from Huey's nearly twenty-year tenure at a local Dallas registered investment advisory firm. He built the practice to serve closely held business owners, commercial real estate professionals, and retirees under a fiduciary standard. Wealth Manager Franklin Matute, CFP®, joined in September 2018, bringing over fifteen years of estate, tax, and portfolio design experience from another fee-only Dallas advisory. The firm's two principals combine more than thirty years of wealth management experience and are both active in the Dallas/Fort Worth Financial Planning Association. RoseRock constructs portfolios through an evidence-based methodology that draws on decades of capital-markets research, targeting persistent factor premiums instead of attempting individual stock selection or market timing. The firm provides discretionary and non-discretionary asset management, financial planning, and investment management, emphasizing tax efficiency and expense minimization. Clients include individuals, high-net-worth families, trusts, and charitable organizations, all serviced under a flat fee schedule that begins at 1.10% on the first $1.5 million of managed assets and steps down to 0.30% above $10 million. The geographic footprint is concentrated in the Dallas–Fort Worth metroplex, anchored by its office near the Dallas North Tollway. Operational data is thin: total assets under management and client count remain undisclosed. The firm's only public location is its Sherry Lane suite in Dallas, and no adjacent investment vehicles or philanthropic foundations are reported beyond the principals' personal involvement with the TouchDown Club of Dallas, a 501(c)(3) supporting the Ashford Rise School. Neither a recent fund closing nor a strategic expansion has been disclosed publicly. Structurally, RoseRock's differentiator is its fee-only, fiduciary-only posture paired with an evidence-based portfolio construction that avoids commissions and proprietary products. Governance rests entirely with the two named CFP® professionals, making succession and scale the central structural questions.