Rockford Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We also provide financial planning through an hourly fee structure at $250/hour.”

Quarterly fee

$187⁠-⁠$2,000/qtr

“The minimum quarterly fee is $187.50, and the maximum quarterly fee is $2,000.”

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

How Rockford Financial Planning bills

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

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination.”
• “Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning clients pay an ongoing fixed fee billed on a quarterly basis in arrears.”

How Rockford Financial Planning’s fees compare

• Its hourly rate of $250 is below the Delaware median of $300. 28% of the 18 other Delaware planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Wilmington that publish an hourly rate charge less.

About Rockford Financial Planning

• Principal: Kevin O'Hanlon
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• 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

Highest asset based fee in brochure

1.1% a year

Minimum

$187 minimum fee (stated in brochure)

Clients

118

Employees

3

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

$79,693,226

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312048

Website

rockfordfinancialplanning.com (opens in new tab)

Phone

(302) 438-7600

Can advise clients in 3 states: Delaware, Maryland, Pennsylvania

Other planners in Wilmington that publish fees

• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Benchmark Financial, LLCWilmington$500/hr, $1,500
• Creative Financial Concepts, Inc.Wilmington$150/hr, $300
• Delaware Advisory Group, Inc.Wilmington$350/hr

Compare all 17 planners in Wilmington