About ROOKS WEALTH ADVISORS, LLC
ROOKS WEALTH ADVISORS, LLC is a leading financial advising firm with a team of seasoned experts who specialize in providing personalized financial solutions to clients. With a strong track record of success and a commitment to excellence, ROOKS WEALTH ADVISORS, LLC has helped numerous individuals and businesses achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
The team at ROOKS WEALTH ADVISORS, LLC believes that every client deserves a customized financial plan that addresses their unique needs and goals. They work closely with each client to understand their financial situation and develop a comprehensive plan that helps them achieve their short and long-term financial objectives.
Facts and Insights
Here are some key facts and insights about ROOKS WEALTH ADVISORS, LLC:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
ROOKS WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
ROOKS WEALTH ADVISORS, LLC serves a diverse range of clients including:
- High net worth individuals
- Small business owners
- Corporations
- Non-profit organizations
- Retirees
Fees & Compensation
ROOKS WEALTH ADVISORS, LLC operates on a fee-only basis, meaning they do not receive commissions for recommending specific investment or insurance products. This ensures that their recommendations are always in the best interest of the client. The fees charged by ROOKS WEALTH ADVISORS, LLC are based on a percentage of the client’s assets under management.
Background
ROOKS WEALTH ADVISORS, LLC was founded in 2000 by John Rooks, a highly experienced and respected financial advisor. With over 30 years of experience in the industry, John saw the need for a client-focused advisory firm that puts the needs of the client first. Today, ROOKS WEALTH ADVISORS, LLC has a team of advisors with a wide range of expertise and a commitment to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROOKS WEALTH ADVISORS, LLC is held to a fiduciary standard, meaning they are legally required to always act in the best interest of the client. They have no conflicts of interest, and any potential conflicts are disclosed to clients beforehand.