Rock Financial Planning, LLC fees and pricing
Financial planner in Wilmington, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 6, 2026, Rock Financial Planning, LLC charges $200 an hour and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The Firm offers hourly advisory services for limited-scope engagements at a rate of $200 per hour, with a minimum engagement of five hours.”
- Annual fee
- $5,000/yr
“The Firm also maintains a minimum annual fee of $5,000 for ongoing engagements.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rock Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Contributions and withdrawals during the quarter are generally not prorated.”
- “Annual flat fees are billed monthly in arrears.”
- “Clients will be invoiced each month for services provided during the prior month.”
How Rock Financial Planning, LLC’s fees compare
- Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 1 of the 7 other planners in Wilmington that publish an hourly rate charge less.
- Its annual fee of $5,000 is below the North Carolina median of $6,000. 37% of the 49 other North Carolina planners that publish an annual fee charge less.
- None of the 2 other planners in Wilmington that publish an annual fee charge less.
About Rock Financial Planning, LLC
“Rock Financial Planning, LLC (“the Firm”) is a fee-only investment adviser that provides ongoing, comprehensive financial planning services. The Firm’s primary service offering is an ongoing, planning-centric advisory relationship in which financial planning serves as the foundation for all client engagements.”
- 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
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.6% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341677
- Phone
- (910) 274-3147
Other planners in Wilmington that publish fees
- Ascendor Wealth, LLCWilmington$2,000, $500/qtr
- Counterweight Private WealthWilmington$2,500-$50,000
- Dovetail Financial Group LLCWilmington$300/hr, $2,500-$7,500
- Live Oak Private Wealth, LLCWilmington$250-$500/hr, $500-$150,000
- Lumina Wealth Management, LLCWilmington$100-$250/hr, $500-$5,000
- Masonboro AdvisorsWilmington$250/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.