A complete list of active advisors currently associated with Planrock Wealth Strategies, LLC

Warmer can help you find a great advisor at Planrock Wealth Strategies, LLC or one who fits your needs even better.

PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm also serves registered investment companies and offers sub‑advisory relationships, while supplying model portfolio and due‑diligence services to independent financial advisors. Investment implementation is driven by strategic and tactical asset allocation across mutual funds, ETFs, equities, fixed income and other instruments, with portfolios managed under client Investment Policy Statements and subject to ongoing monitoring and rebalancing. Its proprietary ETFs (including an Alternative Growth ETF that rotates equity segments and uses long/short futures exposure) and ETF‑centric model portfolios are core components of that approach. Notable for a firm of its size, PlanRock both sponsors exchange‑traded funds and acts as a sub‑advisor to pooled vehicles and registered investment companies, a combination that is uncommon among peers. The brochure discloses that its free advisor due‑diligence/model service is conditioned on purchases of the firm’s funds (a stated conflict of interest), the firm maintains a high separate‑account minimum ($25 million) for direct mandates, and ownership is concentrated in a single principal.

To learn more about the advisors currently working at Planrock Wealth Strategies, 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.