Rock Creek Wealth Management fees and pricing
Financial planner in Hillsboro, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Rock Creek Wealth Management charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Clients who engage us for stand-alone Financial Planning and Consulting Services are charged an hourly fee of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rock Creek Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Additional deposits and withdrawals are added or subtracted, based on the prorated number of days until the quarter end, resulting in an adjustment to the advisory fee charged.”
- “The hourly rate is negotiable and the final hourly rate will be described in a written Financial Planning and Consulting Services agreement entered with you prior to the commencement of our services.”
- “All fees will be invoiced to you either monthly or quarterly in arrears and are due upon receipt.”
How Rock Creek Wealth Management’s fees compare
- Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Hillsboro that publish an hourly rate charge less.
About Rock Creek Wealth Management
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 237
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $101,145,657
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336666
- Phone
- (503) 505-7000
Can advise clients in 4 states: California, Oregon, Texas, Washington
Other planners in Hillsboro that publish fees
- Gratke Wealth, LLCHillsboro$250/hr
- Head To Toe Financial PlanningHillsboro$200/hr, $1,000-$4,000
- Independent Investment AdvisorsHillsboro$1,500-$4,500
- Wellspring Advisors, Inc.Hillsboro$3,000-$10,000
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.