Highrocks Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“March 26, 2026 Hourly Financial Planning and Consulting Fees The regular hourly fee is $400.00 per hour with a minimum engagement of four hours, for a total minimum of $1,600.00 plus applicable New Mexico gross receipts tax.”

Flat or project fee

$4,000

“March 26, 2026 Description of Financial Planning Services Basic Financial Plan: $4,000.00 A Basic Financial Plan provides a general overview of a client’s financial situation, identification of client goals, data gathering, financial planning analysis and presentation of recommendations.”

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

How Highrocks Wealth, LLC bills

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

• “Wealth Management Services Advisory fees for wealth management are calculated and billed at the beginning of each calendar quarter, in advance, based on the total value of the client’s account at the end of the preceding quarter.”
• “First payment is due and payable upon execution of the agreement and will be assessed pro-rata in the event the agreement is executed other than the first day of the new calendar quarter.”
• “HighRocks Wealth will provide a quarterly invoice to the client.”

How Highrocks Wealth, LLC’s fees compare

• Its hourly rate of $400 is above the New Mexico median of $300. 73% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Santa Fe that publish an hourly rate charge less.
• Its flat or project fee of $4,000 matches the New Mexico median of $4,000. 50% of the 16 other New Mexico planners that publish a flat or project fee charge less.

About Highrocks Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

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

1.5% a year

Minimum

$7,500 minimum fee (stated in brochure)

Clients

12

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$6,270,806

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

293842

Website

highrockswealth.com (opens in new tab)

Phone

(505) 920-0162

Other planners in Santa Fe that publish fees

• Altamira Financial Group, LLCSanta Fe$200/hr
• Bustamante Financial PlanningSanta Fe$180/hr
• CounterpointSanta Fe$300/hr, $1,000⁠-⁠$2,500
• Field Capital Management, LLCSanta Fe$200/hr
• Mountain Sky Investment AdvisorsSanta Fe$300/hr
• T.c. Schwab Financial Planning, LLCSanta Fe$275/hr

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