Target Rock Wealth Management, LLC fees and pricing

Published fees

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

Hourly rate

$375/hr

“Financial Planning engagements are offered at an hourly of $375.00 per hour, with a two (2) hour minimum.”

Flat or project fee

$500⁠-⁠$1,000

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront fee ranging from $500 to $1,000, depending on the complexity and needs of the Client.”

Monthly fee

$200⁠-⁠$2,000/mo

“Thereafter, TRWM charges an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $200 $2,000 per month or $600 - $6,000 per quarter.”

Quarterly fee

$600⁠-⁠$6,000/qtr

From the same sentence as above.

Annual fee

$5,000⁠-⁠$50,000/yr

“The ongoing annual fee generally ranges from $5,000 to $50,000, but may be more or less.”

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

How Target Rock Wealth Management, LLC bills

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

• “The fee is based on a percentage of total gross assets under management and is negotiable at the sole discretion of TRWM.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Sub-Advisor advisory fees, billing schedule, and payment procedures are set forth in your Client Agreement. 8 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer or check.”

How Target Rock Wealth Management, LLC’s fees compare

• Its hourly rate of $375 is above the New York median of $300. 69% of the 301 other New York planners that publish an hourly rate charge less.
• 37 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the New York median of $4,500. 4% of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $5,000-$50,000 spans the New York median of $6,250. 90% of the 80 other New York planners that publish an annual fee charge less.
• 19 of the 22 other planners in New York that publish an annual fee charge less.

About Target Rock Wealth Management, LLC

• Principal: Matthew McKee
• Firm size: 4 employees.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

1.45% a year

Clients

88

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$94,028,548

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312279

Website

facebook.com/targetrockwealth (opens in new tab)

Phone

(914) 580-4530

Can advise clients in 5 states: California, Connecticut, New Jersey, New York, Texas

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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