Rock Steady Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,403,565
Clients
24
Advisors
1
of 1 employees
About
Rock Steady Wealth provides investment advice to individuals, trusts, businesses, estates, charitable organizations, and pension and profit-sharing plans. The firm’s primary offering is a fee-based concierge portfolio management program, and it also offers flat-fee a la carte services and hourly consulting for clients who prefer discrete or project-based engagements.
The firm’s investment process combines fundamental, technical, qualitative, quantitative and sovereign analysis within a modern-portfolio-theory framework, using asset allocation, index investing, buy-and-hold and active trading as appropriate. Accounts are managed on a discretionary basis; active trading accounts may employ options (buying calls and puts), and holdings are monitored using third-party research sources and Morningstar alerts with custody and trade execution through Charles Schwab.
Noteworthy features include explicit pension consulting and work for charitable organizations and plan sponsors—services the brochure describes in detail and that are less common for independent single-advisor firms. The firm also emphasizes on-demand client access through its “Rock Steady Anytime” service and offers targeted flat-fee services (portfolio monitoring, custodian transfers, rebalancing and hourly consultations), in addition to regular quarterly reviews.
Client services
Expertise
Fee options
A la carte flat fees including $175 for portfolio analysis, $250 for new portfolio design, $250 for custody changes, $500 annual for portfolio monitoring and advice services, $250 for rebalancing
$250 per hour for Rock Steady Hour long meeting
Minimum fee: $2,500.00 minimum annual fee (may be waived at firm's discretion) Fee-only: Flat fees for a la carte services ranging from $175 to $500 annually or per service; hourly consulting at $250 per hour
Main office
3301 Rosedale Ave, Suite D
Richmond VA 23230
Advisors at this office
1
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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