Firm
Blue Rock Financial Group
Rehoboth Beach, Delaware
Fee-only
Blue Rock Financial Group at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 10 employees and 265 individual clients, 125 of them high net worth.
- Its average account is about $480,000 (assets it manages divided by its 795 accounts).
Facts
| Based in | Rehoboth Beach, Delaware |
|---|---|
| Website | bluerockfg.com |
| Phone | (302) 752-6637 |
Blue Rock Financial Group fees
Blue Rock Financial Group 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $382 million |
| Individual clients | 140 |
| High-net-worth clients | 125 |
| Accounts managed | 795 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-117998) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 298558 |