Rockcrest Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$1,250⁠-⁠$3,000/mo

“Fee ranges from $15,000 to $36,000 annually ($1,250 to $3,000 monthly) based on scope and complexity and will be agreed upon between client and advisor prior to engagement.”

Annual fee

$15,000⁠-⁠$36,000/yr

From the same sentence as above.

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

How Rockcrest Financial LLC bills

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

• “Clients will pay $1,500 in advance and the remainder upon receipt of deliverables.”
• “If client does not complete the 1031 Exchange or alternative investment, we will not provide a refund of the $1,500.”
• “The client agrees to pay this invoice upon receipt.”

How Rockcrest Financial LLC’s fees compare

• Its annual fee of $15,000-$36,000 is above the New Jersey median of $6,318. 96% of the 47 other New Jersey planners that publish an annual fee charge less.

About Rockcrest Financial LLC

• Principal: Steven A. Boorstein
• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2012 (14 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

1.5% a year

Clients

133

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$44,328,918

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282360

Website

tiktok.com/@personalfinanceceo (opens in new tab)

Phone

(856) 694-3288

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

Compare all 417 planners in New Jersey