Solid Rock Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,054,445
Clients
47
51% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$937,329
About
The firm provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients) as well as to pension and profit‑sharing plans and charitable organizations. It constructs model portfolios across multiple asset classes and generally implements client relationships with an account minimum of $250,000, which may be negotiable.
The investment approach emphasizes passive, index‑oriented model portfolios informed by academic research and supported by materials and software from the University of Chicago and Dimensional Fund Advisors, with implementation and reporting through platforms such as Orion Portfolio Solutions, LLC. The firm conducts regular (typically quarterly) reviews of client accounts and operates under discretionary authority granted by clients through a limited power of attorney while allowing clients to custody assets at their chosen custodian.
Distinctive features include an affiliation with a real estate brokerage: the firm’s principal holds a state real estate license and operates an affiliated real estate advisory that consults on IRC Section 1031 exchanges and may earn referral fees, an activity disclosed as consuming less than 10% of the principal’s time. The firm is also an approved Dimensional Fund Advisors (DFA) advisor that receives research and support from DFA, and its combination of charitable and pension/institutional client work is less common among solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fee ranging from $500 to $5,000 (negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $15,000,000: 0.25% $15,000,001 - $25,000,000: 0.20% $25,000,001 - $50,000,000: 0.15% $50,000,001 - $100,000,000: 0.10% $100,000,001+: 0.05%
$150 per hour for financial planning (negotiable)
Account minimum: $250,000 (negotiable) Fee-only: Financial planning fixed fee ranging from $500 to $5,000 (negotiable); hourly financial planning fee: $150 per hour (negotiable)
Main office location
Solid Rock Wealth Management
2020 Charlotte Street
Bozeman MT 59718, United States
Number of offices
2
Most active in
Solid Rock Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Montana · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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