Whiterock Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$2,000

“Written financial plan fees range from $200 to $2,000, depending on the complexity of the client’s financial situation and corresponding plan.”

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

How Whiterock Financial, LLC bills

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

• “When applicable, the negotiable hourly fee is up to $150/hour and is paid after the consultations have taken place.”
• “Hourly fees are billed at the end of the month in which they were incurred.”
• “For written financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”

How Whiterock Financial, LLC’s fees compare

• Its flat or project fee of $200-$2,000 is below the Nevada median of $5,000. 16% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 5 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

About Whiterock Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

1.5% a year

Clients

69

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$31,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

155140

Website

whiterockfinancial.com (opens in new tab)

Phone

(702) 622-8921

Can advise clients in 2 states: Nevada, New York

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Black Card CircleLas Vegas$350/hr, $1,500⁠-⁠$50,000
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000

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