Bullrock Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“BRC bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $500 and $2,500.”

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

How Bullrock Capital, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of BRC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of BRC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of BRC’s fees, within five business days of signing the Financial Planning Agreement.”

How Bullrock Capital, LLC’s fees compare

• Its flat or project fee of $500-$2,500 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Bullrock Capital, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

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

85

Employees

1

Works with

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

Services reported to regulators

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

Assets managed

$88,165,873

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286041

Website

twitter.com/bullrockcapital (opens in new tab)

Phone

(614) 314-7720

Can advise clients in 2 states: Florida, Ohio

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Capstone Wealth PartnersDublin$1,500
• Cognition Financial LLCDublin$250/hr, $500⁠-⁠$6,000

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