Blue Rock Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$24,000

“Annual ongoing engagements start with a financial plan that is billed for a fixed fee ranging from $1,500 to $24,000, depending on the scope and complexity of the Client engagement.”

Monthly fee

$100⁠-⁠$2,000/mo

“After the delivery of the initial financial plan, the ongoing fee ranges from $100 to $2,000 per month, based on the complexity and scope of the ongoing services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Rock Financial Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the Client’s account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Blue Rock Financial Group’s fees compare

• Its flat or project fee of $1,500-$24,000 spans the Delaware median of $3,575. 91% of the 11 other Delaware planners that publish a flat or project fee charge less.

About Blue Rock Financial Group

• Firm size: 10 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

265

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$381,821,487

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

298558

Website

facebook.com/bluerockfg (opens in new tab)

Phone

(302) 752-6637

Can advise clients in 5 states: Delaware, Florida, Maryland, New Jersey, Pennsylvania

Other planners in Rehoboth Beach that publish fees

• BDFS Capital LLCRehoboth Beach$100⁠-⁠$250/hr, $500⁠-⁠$5,000
• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Back Bay Financial Planning & InvestmentsBethany Beach$400/hr, $2,500⁠-⁠$5,000
• Benchmark Financial, LLCWilmington$500/hr, $1,500

Compare all 35 planners in Delaware