Rockport Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“The Advisor’s negotiable hourly fee ranges between $200 - $400.”

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

How Rockport Wealth Advisors bills

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

• “For all new accounts, fees are paid monthly in advance, except for the initial month which is billed pro rata in arrears.”
• “Regular check-ins with our client to assess the financial plan, implementation of the plan, limitations, adjustments needed and assess new variables in a client’s financial picture. 2.”
• “The Advisor’s financial planning services include all of the services outlined in the stand-alone service described above with the following exceptions: estate planning, charitable gift planning and credit card reward analysis.”

How Rockport Wealth Advisors’ fees compare

• Its hourly rate of $200-$400 spans the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.

About Rockport Wealth Advisors

• Firm size: 15 employees.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

1,612

Employees

15

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$676,427,261

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297122

Website

jarnoldwealth.com (opens in new tab)

Phone

(216) 226-4560

Can advise clients in 14 states: Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio