Firm
Castle Rock Financial Planning, Inc.
Mendota Heights, Minnesota
Fee-only
Castle Rock Financial Planning, Inc. at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 89 individual clients, 22 of them high net worth.
- Its average account is about $250,000 (assets it manages divided by its 197 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Mendota Heights, Minnesota |
|---|---|
| Website | castlerockfp.com |
| [email protected] | |
| Phone | (651) 294-0013 |
Castle Rock Financial Planning, Inc. fees
Castle Rock Financial Planning, Inc. 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 | $49 million |
| Individual clients | 67 |
| High-net-worth clients | 22 |
| Accounts managed | 197 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 174507 |
Advisors at this firm (1)
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