Rock Financial Planning

Overview

Rock Financial Planning is a small, independent RIA organized as an LLC and run as an individually owned advisory practice. The firm’s stated client focus is individuals, families and small-business owners; its primary services are financial planning and portfolio management at the personal and small-business level. Fee options include a percentage-of-AUM model alongside hourly and fixed-fee engagements, which aligns with serving both ongoing advisory clients and one-time planning projects. Investment activity is modest and concentrated. Portfolios are managed on a discretionary basis, and the firm relies on pooled public vehicles rather than direct-stock strategies or active alternative allocations. Rock Financial Planning does not identify as an ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices