Fourthrock Financial Corporation fees and pricing

Financial planner in Boise, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2025, Fourthrock Financial Corporation charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Compensation- Fourthrock Financial Corporation utilizes a simple flat rate hourly charge of $300usd/ per hour.”

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

How Fourthrock Financial Corporation bills

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

  • “Fees and Compensation are non-negotiable; however, Fourthrock Financial Corporation may occasionally offer a 30-minute complimentary consultation to new prospective clients.”
  • “Clients are billed via electronic invoices which are provided by email.”
  • “Clients may request to pay by check and/or bank-to-bank transfer.”

How Fourthrock Financial Corporation’s fees compare

  • Its hourly rate of $300 is above the Idaho median of $250. 60% of the 43 other Idaho planners that publish an hourly rate charge less.
  • 7 of the 11 other planners in Boise that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Fourthrock Financial Corporation

“Types of Services- Fourthrock Financial Corporation offers tailored advisory services and investment planning on a flat fee hourly basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning, educational seminars and workshops, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
334837
Website
Fourthrockfinancial.com (opens in new tab)
Phone
(480) 603-8003

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Is something on this page wrong or out of date?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.