A complete list of active advisors currently associated with Rock Financial Planning
Warmer can help you find a great advisor at Rock Financial Planning or one who fits your needs even better.
Rock Financial Planning provides discretionary portfolio management and a range of financial planning services to individuals, high‑net‑worth individuals, and small businesses. Services include project‑based, hourly, and ongoing subscription planning as well as tailored investment management based on client investment policy statements. The firm emphasizes passive portfolio construction using index mutual funds and ETFs while also employing fundamental and technical analysis to inform asset allocation and sector decisions. It operates with discretionary trading authority, conducts quarterly reviews of accounts, and offers an annual service calendar and monitoring for clients who subscribe to ongoing planning. Noteworthy aspects include the firm’s small, solo‑practitioner model—about $1.41 million in reported AUM across seven client accounts and a typical $100,000 account minimum—and its fee‑only compensation structure. Rock Financial Planning requires clients to use specified custodians (Schwab or Altruist), may assign portfolios from Altruist’s Model Marketplace, discloses receipt of soft‑dollar benefits from TD Ameritrade, and does not provide written investment reports to managed‑account clients.
To learn more about the advisors currently working at Rock Financial Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Arvada, CO
| 10
|
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