Rockwood Wealth Management, LLC fees and pricing
Financial planner in New Hope, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Rockwood Wealth Management, LLC charges an annual fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $12,000/yr
“Minimum Fees RWM generally imposes a minimum annual fee of $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rockwood Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The employee benefit plan accounts are billed in arrears or advance dependent on the written agreement.”
- “Management fees shall not be prorated to reflect capital contributions and withdrawals made during the fee period.”
- “Accounts initiated during a fee period will be prorated, as applicable.”
How Rockwood Wealth Management, LLC’s fees compare
- Its annual fee of $12,000 is above the Pennsylvania median of $6,000. 73% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Rockwood Wealth Management, LLC
- Firm size: 53 employees.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 1.25% a year
- Minimum
- $12,000 minimum fee (stated in brochure)
- Clients
- 918
- Employees
- 53
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $2,869,900,402
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137481
- Phone
- (267) 983-6400
Can advise clients in 23 states: Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington
Other planners in New Hope that publish fees
- Lifelong Advisory CorpNew Hope$1,000-$100,000
- Moondance Investment Advisors, LLCNew Hope$125-$350/hr, $1,500-$12,000
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
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.