Fee Only Fiduciaries
Rock House Financial is a fee-only financial advisory firm. That means we accept only fees as payments. We do not accept commissions or other payments from anyone other than our clients. This policy helps limit our conflicts of interest, so we’re only motivated to do the best for you.
Frequently Asked Questions about Fees
Do I need to sign a long-term contract to work with Rock House Financial?
Yes, we have a contract. At Rock House Financial, we want to ensure that we are held accountable for the services we offer. You can cancel your agreement at any time—with no cancellation fees, ever—by simply providing us with a 30-day notice. Although Rock House Financial does not charge a cancelation fee, account closing fees may be charged by the custodian of your investment account(s).
How difficult is it to switch from my current broker or financial advisor to Rock House Financial?
It’s not a difficult process, but there can be tax consequences if not handled correctly. If you’re interested in switching, please talk to us first. We can help manage the process so you can avoid any headaches or negative consequences. We can also help make the process less awkward for you. (There’s no charge for this service, of course.)
Financial Planning Services
Starting at $2,500 for financial planning only based on complexity and services needed
Financial Planning and Investment Advisory Fees – Combined
|Assets Under Management||Annual Fee|
|$250,001- $1 Million||1.25%|
|$1- $2.5 Million||1.1%|
|$10 Million +||0.6%|
*No minimum account size. $2,500 minimum fee for financial planning