A complete list of active advisors currently associated with Rock Financial Planning, LLC

Warmer can help you find a great advisor at Rock Financial Planning, LLC or one who fits your needs even better.

Rock Financial Planning, LLC provides fee-only, comprehensive financial planning and related investment advisory services primarily for individuals and families, with case-by-case work for business owners and other professionals. Engagement options include ongoing planning-centric advisory relationships, integrated investment management, and limited-scope hourly consulting. The firm follows a long-term, passive investment philosophy that emphasizes asset allocation, diversification, and use of low-cost, tax-efficient pooled vehicles such as ETFs and other liquid securities. It may serve as a discretionary portfolio manager within integrated planning relationships and, in limited circumstances, evaluate private or less-liquid alternative investments within a client’s broader plan while not operating as a private fund adviser. Noteworthy for a newly formed adviser that has not yet commenced operations, the firm offers multiple billing structures—asset-based management, fixed annual flat fees for planning, and hourly advisory consulting—rather than a single fee model. The firm is fee-only with no commission-based affiliations, typically recommends qualified custodians for account custody and execution, and conducts at least biannual account and plan reviews performed by its sole planner.

To learn more about the advisors currently working at Rock Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.