Castle Rock Financial Planning, Inc. fees
Financial planner in Mendota Heights, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 29, 2026, Castle Rock Financial Planning, Inc. (Mendota Heights, MN) charges $150-$300 an hour and a flat or project fee of $4,000-$6,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change.
- Hourly rate
- $150-
$300/hr Runs from below the Minnesota median of $263 to above it.
“The hourly fee of $150 - $300 is based upon the types of services required and the individual providing the service.”
- Flat or project fee
- $4,000-
$6,000 Runs from below the Minnesota median of $5,250 to above it.
“For clients who want a comprehensive financial plan, as described above, a project fee of $4,000 to $6,000 is quoted, but varies based on the complexity of the client's situation, i.e., the number of financial planning areas to be addressed for the client, the types of planning services needed, and their extent.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CFA
- Team size
- 2 employees
- Registered since
- 2015 (11 years)
How Castle Rock Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Castle Rock requires that the client pay all quarterly advisory fees in advance.”
- “Payment in full is expected upon invoice presentation.”
About Castle Rock Financial Planning, Inc.
“Castle Rock provides personalized confidential financial planning and investment management to individuals, trusts, and estates.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 89
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $49.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 29, 2026
- CRD number
- 174507 (opens in new tab)
- Phone
- (651) 294-0013
More planners in Minnesota that publish fees
- Retire AgileHermantownFlat up to $20,000
- Flourish Wealth Management Inc.EdinaHourly $150-$400/hr, Flat $7,500-$30,000
- Prevail Financial Partners, LLCBayportHourly $275/hr, Flat $800-$3,000
- Caissa Wealth StrategiesBloomingtonHourly $170-$450/hr, Flat from $3,000
- Bond & Devick Wealth PartnersSt. Louis ParkHourly up to $350/hr, Flat $750-$50,000
- PlanWell Financial Guidance, LLCBlooming PrairieHourly $190/hr, Monthly $30-$120/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.