Firm
BirdRock Wealth Management
Austin, Texas
Fee-only
Facts
| Based in | Austin, Texas |
|---|---|
| Website | birdrockwealth.com |
| Phone | (512) 236-0071 |
BirdRock Wealth Management fees
BirdRock Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $146 million |
| Individual clients | 167 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 138872 |