# Steven Boorstein

> Steven Boorstein is a fee-only financial advisor at RockCrest Financial in Turnersville, New Jersey, who holds the CFP credential. Steven charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets (one-time plans from $2,500 and 0.96% a year on the first tier of assets managed) and focuses on flat-fee planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/steven-boorstein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** RockCrest Financial
- **Based in:** Turnersville, New Jersey
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $2,500; 0.96% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $44.3M across 224 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Tax planning, Estate & legacy planning, Real estate investors, Retirement planning
- **Works with:** High earners, HENRY (High Earners, Not Rich Yet), Executives, Tech employees, Retirees, Pre-retirees
- **CRD:** 3179971 (https://adviserinfo.sec.gov/individual/summary/3179971)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 63 (1999), Series 65 (1999)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.rockcrestfinancial.com

## Frequently asked questions

### Is Steven Boorstein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and RockCrest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets.

### How much does Steven charge?

According to RockCrest Financial's website, checked October 30, 2026: one-time plans from $2,500; 0.96% a year on the first tier of assets managed; no asset minimum.

### Where is Steven Boorstein based?

Steven Boorstein is based in Turnersville, New Jersey.

### What does Steven specialize in?

Steven's specialties include flat-fee planning, tax planning, estate & legacy planning, real estate investors and retirement planning. Steven works with high earners, HENRY (High Earners, Not Rich Yet), executives, tech employees and retirees.

### What credentials does Steven Boorstein hold?

Steven Boorstein holds the CFP credential.

### Is Steven Boorstein registered with the SEC?

Yes. Steven Boorstein is registered as an investment adviser representative in NJ and PA (CRD 3179971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RockCrest Financial manage?

RockCrest Financial reports $44.3M across 224 accounts in assets under management.

### How do I contact Steven Boorstein?

Through Steven's website, www.rockcrestfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3179971): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rockcrestfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.