Rockbridge Investment Management, LLC fees and pricing
Financial planner in Syracuse, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Rockbridge Investment Management, LLC charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“Project fees typically range from $2,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rockbridge Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management fees are paid quarterly in arrears and are due on the first day of each calendar quarter, based on the account’s asset value as of the last business day of the prior calendar quarter.”
- “Management fees are prorated for accounts opened or terminated during the quarter .”
- “Clients may request to be invoiced and pay fees from sources other than assets under management.”
How Rockbridge Investment Management, LLC’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the New York median of $4,500. 71% of the 251 other New York planners that publish a flat or project fee charge less.
About Rockbridge Investment Management, LLC
“We also provide investment supervisory services for 401(k) or other qualified retirement plans that consist of constructing a portfolio to achieve established risk objectives.”
- Firm size: 18 employees.
- Founded: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- Clients
- 1,518
- Employees
- 18
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,837,441,861
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115754
- Phone
- (315) 671-0588
Can advise clients in 18 states: California, Colorado, Connecticut, Florida, Indiana, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont
Other planners in Syracuse that publish fees
- Adirondack Capital Advisors, LLCSyracuse$250-$400/hr
- LTS Wealth ManagementSyracuse$150-$300/hr
- Reagan Companies Asset Management, IncSyracuse$150-$500/hr, $1,500
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
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.