Rock Ridge Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$24,000

“The negotiated fixed rate for creating client financial plans is between $100 and $24,000.”

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

How Rock Ridge Wealth LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of RRWL's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of RRWL's fees within five business days of signing the Investment Advisory Contract.”

How Rock Ridge Wealth LLC’s fees compare

• Its flat or project fee of $100-$24,000 spans the New York median of $4,500. 86% of the 251 other New York planners that publish a flat or project fee charge less.

About Rock Ridge Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax planning

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

2% a year

Clients

110

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$19,180,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313914

Website

rockridgewealthllc.com (opens in new tab)

Phone

(315) 843-0698

Can advise clients in 2 states: Louisiana, New York

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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