Caprock Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$2,500⁠-⁠$30,000

“Fixed fee rates range between $2,500 $30,000.”

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

How Caprock Wealth Management bills

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

• “The fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “SyntheticFi shall be responsible for sending monthly client fee invoices via email.”

How Caprock Wealth Management’s fees compare

• Its hourly rate of $350 is above the Arkansas median of $225. 94% of the 34 other Arkansas planners that publish an hourly rate charge less.
• 12 of the 13 other planners in Little Rock that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$30,000 spans the Arkansas median of $3,600. 100% of the 23 other Arkansas planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Little Rock that publish a flat or project fee charge less.

About Caprock Wealth Management

• Principal: Bradley Smith
• Firm size: 3 employees.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

100

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$83,312,914

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333678

Website

youtube.com/@CapitalRockWealthManagement (opens in new tab)

Phone

(501) 830-5588

Can advise clients in 2 states: Arkansas, Texas

Other planners in Little Rock that publish fees

• Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250⁠-⁠$2,500
• Brown Capital Management, LLCLittle Rock$200/hr
• Clientfirst Wealth Management, LLCLittle Rock$4,800/yr
• Corkern & Co., Inc.Little Rock$275/hr
• Daniel Financial Group, Inc.Little Rock$150/hr
• Ethos Capital Group, LLCLittle Rock$400/hr

Compare all 27 planners in Little Rock