A complete list of active advisors currently associated with Rockford Financial Planning
Warmer can help you find a great advisor at Rockford Financial Planning or one who fits your needs even better.
Rockford Financial Planning is a small advisory firm that serves individual clients — including high‑net‑worth households — and employer plan sponsors. The firm provides investment management, ongoing and limited‑scope financial planning, and retirement plan consulting, and generally charges asset‑based advisory fees for its services. The adviser builds individually tailored portfolios and primarily employs a passive approach using low‑cost index mutual funds and exchange‑traded funds, implemented in accordance with client investment policy statements and reviewed regularly. Investment management is integrated with financial planning work that covers cash flow, tax, insurance, retirement and estate considerations and is monitored on an ongoing basis. What is distinctive about Rockford is that it operates exclusively as a wrap‑fee program sponsor, bundling advice, execution and most brokerage and custodial costs under a single asset‑based fee — a model relatively uncommon among similar supported firms. The firm is also small in scale (two advisors managing about $79.7 million for roughly 118 clients), provides comprehensive planning at no separate charge for larger AUM households, and uses an institutional custodian platform that supplies both execution services and ancillary business support.
To learn more about the advisors currently working at Rockford 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 |
|---|---|---|
Wilmington, DE
| 3
| |
Wilmington, DE
| 24
|
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