RCK Wealth Advisory LLC fees and pricing
Financial planner in Souderton, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, RCK Wealth Advisory LLC charges a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$10,000
“COMPREHENSIVE FINANCIAL PLANNING RCK charges a fixed annual fee of $2,000 to $10,000 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How RCK Wealth Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “The fixed annual fee will be paid quarterly in advance.”
How RCK Wealth Advisory LLC’s fees compare
- Its flat or project fee of $2,000-$10,000 spans the Pennsylvania median of $3,650. 71% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About RCK Wealth Advisory LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 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
- 1.15% a year
- Clients
- 42
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $27,971,613
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327790
- Phone
- (215) 970-7271
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/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.