Rockline Wealth Management LLC fees and pricing
Financial planner in Islip Terrace, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Rockline Wealth Management LLC charges a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50,000
“Flat fees will not exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rockline Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from the account(s).”
- “If accounts are opened during the quarter, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”
How Rockline Wealth Management LLC’s fees compare
- Its flat or project fee of $50,000 is above the New York median of $4,500. 99% of the 251 other New York planners that publish a flat or project fee charge less.
About Rockline Wealth Management LLC
- Firm size: 4 employees.
- Registered as an adviser: 2023 (3 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
- 1.5% a year
- Clients
- 861
- Employees
- 4
- 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, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $749,631,742
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324004
- Phone
- (516) 605-1624
Can advise clients in 13 states: California, Colorado, Connecticut, Delaware, Florida, Massachusetts, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia
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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