Rock One Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2022. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$50,000

“Flat fees generally range from $1,500 to $50,000.”

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

How Rock One Advisors, LLC bills

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

• “Our fees may be negotiable in certain circumstances.”
• “Fees are due upon completion of the plan or consultation.”
• “Clients will be invoiced directly for financial planning & consulting fees.”

How Rock One Advisors, LLC’s fees compare

• Its flat or project fee of $1,500-$50,000 spans the Georgia median of $5,000. 97% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Rock One Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 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

3% a year

Clients

29

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$3,775,992

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167431

Phone

(404) 665-7333

Can advise clients in 2 states: Georgia, Louisiana

Other planners in Milton that publish fees

• Bluechip Wealth Advisors LLCMilton$300/hr, $29/mo
• Cei Financial PlanningMilton$175/hr, $500/yr
• MRP Advisors, LLCMilton$550/hr, $15,000/yr
• Responsive Financial Group, Inc.Milton$100⁠-⁠$225/hr, $1,200⁠-⁠$6,000/qtr

Compare all 9 planners in Milton