Greenrock Wealth Management, LLC fees and pricing
Financial planner in East Grand Rapids, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Greenrock Wealth Management, LLC charges an annual fee of $100-$9,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $100-$9,000/yr
“GreenRock’s financial planning generally ranges from $100 - $9,000 annually on a fixed fee, subscription basis depending on the service needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Greenrock Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For information on the specific billing schedule that would be applicable to an account, clients should check their account online or contact GreenRock.”
- “GreenRock typically bills for its financial planning services quarterly in advance, depending upon service level and payment period selected.”
- “All fees are initially paid via credit card although clients may subsequently elect either to have GreenRocks’s planning fees deducted from their custodial account or charged to their credit card dependent on their selected service tier.”
How Greenrock Wealth Management, LLC’s fees compare
- Its annual fee of $100-$9,000 spans the Michigan median of $6,000. 30% of the 37 other Michigan planners that publish an annual fee charge less.
About Greenrock Wealth Management, LLC
“Prior to engaging GreenRock to provide financial planning services, the client will be required to enter into a Financial Planning Agreement with GreenRock setting forth the terms and conditions of the engagement and describing the scope of the services to be provided.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 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
- 2% a year
- Clients
- 101
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $43,681,650
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 275030
- Phone
- (616) 608-6156
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
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.