Rock Financial Planning fees and pricing
Financial planner in Arvada, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Rock Financial Planning charges $325 an hour, a flat or project fee of $1,000-$14,000, and a monthly fee of $150-$1,500 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.
- Hourly rate
- $325/hr
“Hourly financial planning engagements may be offered at an hourly rate of $325.00 per hour.”
- Flat or project fee
- $1,000-$14,000
“The fixed fee can range between $1,000 and $14,000 depending on complexity and scope of the engagement.”
- Monthly fee
- $150-$1,500/mo
“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge up to $3,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $150-$1,500 per month depending on complexity and needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rock Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Rock Financial Planning’s fees compare
- Its hourly rate of $325 is above the Colorado median of $300. 63% of the 231 other Colorado planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Arvada that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$14,000 spans the Colorado median of $5,250. 68% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Arvada that publish a flat or project fee charge less.
About Rock Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,413,378
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304615
- Phone
- (720) 798-2098
Other planners in Arvada that publish fees
- Aspen Wealth Strategies, LLCArvada$299/hr, $120/mo
- Blueprint Financial ServicesArvada$350/hr, $1,000-$5,000
- Life Story FinancialArvada$4,000-$7,500, $300-$550/mo
- Montgomery Financial Planning LLCArvada$250/hr
- Vascorp Wealth AdvisorsArvada$250/hr, $500-$6,000
- Walsh Financial Solutions, LLCArvada$3,000
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.