RockCrest Financial LLC

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Client assets under management

$44,328,918

Clients

133

19% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$333,300

About

RockCrest Financial is a small, fiduciary-registered advisory firm that serves individual clients (including high‑net‑worth households), families, trusts, and select business and charitable entities. The firm offers discretionary investment management, standalone private‑markets investment consulting focused on 1031 DSTs and Opportunity Zone investments, and a flat‑fee, comprehensive financial planning service that integrates investment management.

The firm combines strategic and tactical asset allocation with both fundamental and technical analysis, managing most client accounts under an investment policy statement and periodic rebalancing. For private‑markets work RockCrest conducts multi‑step due diligence on sponsors and offerings but does not trade those alternative investments on a discretionary basis; its comprehensive planning service also coordinates tax, legal, and insurance professionals and delivers a live online financial plan via a client portal.

Compared with many peers, RockCrest’s mix of services is notable for its explicit 1031/DST and Opportunity Zone consulting as a standalone offering, its inclusion of basic tax‑preparation and estate‑document support through professional networks within a flat‑fee planning package, and its use of multiple custodial platforms (Schwab, Interactive Brokers, and Altruist) alongside traditional AUM management. Like most supported firms, it focuses on individual portfolio management and percentage‑of‑AUM billing, but its private‑markets consulting and integrated “Personal Finance CEO” coordination model are less common for a firm of this size.

Client services

Financial planning Portfolio management Real estate investment consulting

Expertise

Private / alternative investments Wealth management Cash flow / budgeting General estate planning guidance General tax planning

Occupation focus

Founder/Business Owner

Demographic focus

Established Professionals Mid-Career Professionals

Fee options

Fixed

$7,500 to $24,000 per year ($625 to $2,000 monthly) based on scope and complexity

Percentage

0.96% annually

Main office location

RockCrest Financial LLC

551 New Road, Suite B

Somers Point NJ 08244, United States

Number of offices

Most active in

New Jersey · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram YouTube Website 856-694-3288

Advisors at this firm

Steven B

CFP®, Series 63, Series 65

Somers Point, NJ

RockCrest Financial LLC

Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.

Private / alternative investments Wealth management Cash flow / budgeting General estate planning guidance General tax planning Founder/Business Owner Established Professionals Mid-Career Professionals

Aiden B

CFP®, Series 65

Somers Point, NJ

RockCrest Financial LLC

Aiden Boorstein is a CFP®-certified financial advisor at RockCrest Financial LLC with two years of industry experience. He has been with RockCrest since 2023 and has also worked independently since 2022. Prior to his advisory career, he worked for GrubHub and DoorDash from 2020 to 2022. RockCrest Financial is a fiduciary-registered advisory firm serving individuals, families, trusts, and select business and charitable entities. The firm offers discretionary investment management, private-markets investment consulting focusing on 1031 DSTs and Opportunity Zone investments, and a flat-fee comprehensive financial planning service integrating investment management.

John F

ChFC®, Series 63

Bushkill, PA

RockCrest Financial LLC

John Fredrick is a ChFC®-designated financial advisor with 44 years of experience. He has worked at RockCrest Financial LLC since 2019 and previously held roles at Cypress Financial Planning and Cambridge Investment Research Advisors. RockCrest Financial is a fiduciary-registered advisory firm serving individuals, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, standalone private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive financial planning with integrated investment management under a flat-fee model.

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