A complete list of active advisors currently associated with RCK Wealth Advisory LLC

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

RCK Wealth Advisory LLC is a single‑advisor independent investment adviser that provides discretionary asset management and comprehensive financial planning primarily to individual and high‑net‑worth clients. Services include portfolio construction and monitoring, implementation support, and the option to engage sub‑advisors to manage portions of client accounts. The firm tailors investment strategies to documented client objectives and risk tolerances, using fundamental analysis and a mix of long‑ and short‑term strategies while exercising discretionary trading authority and performing quarterly account reviews. Clients in ongoing planning engagements receive periodic meetings and written recommendations, and the firm directs custody to a designated provider (Charles Schwab). The principal is an Enrolled Agent who also operates an affiliated insurance and tax preparation business and spends roughly 35% of his time on those activities; the brochure discloses that the firm or its representatives may receive external compensation from insurance sales and describes disclosures and procedures intended to mitigate that conflict of interest. RCK reports managing about $28 million for a small client base, operates without an account minimum, and uses sub‑advisors whose management is overseen by RCK and whose fees are included within the firm’s disclosed advisory arrangement.

To learn more about the advisors currently working at RCK Wealth Advisory 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.