Highrock Capital Management Inc. fees and pricing
Financial planner in Uniondale, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 28, 2026, Highrock Capital Management Inc. charges a flat or project fee of $1,500-$5,000, a monthly fee of $129, and a quarterly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$5,000
“(3) Financial Planning Fees Financial planning is charged on a fixed-fee basis, ranging from $1,500 to $5,000 depending on the complexity and scope of the engagement.”
- Monthly fee
- $129/mo
“(2) Research Subscription Fees Tier Content Fee Billing Annualized Insights General market commentary No charge — — CRD #340720 | August 26, 2026 | Page 7 of 19 HighRock Capital Management Inc. | Form ADV Part 2A — Disclosure Brochure Tier Content Fee Billing Annualized Research Research reports and coverage…”
- Quarterly fee
- $300/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Highrock Capital Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the Firm's discretion.”
- “Subscription fees are billed in advance.”
- “All subscription fees are billed either monthly or quarterly in advance, so that no single payment covers a period of more than three months.”
How Highrock Capital Management Inc.’s fees compare
- Its flat or project fee of $1,500-$5,000 spans the New York median of $4,500. 41% of the 251 other New York planners that publish a flat or project fee charge less.
About Highrock Capital Management Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and market timing
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340720
- Phone
- (516) 861-9818
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
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.