Firm
Cedar Rock Investment Advisors
Leominster, Massachusetts
Fee-only
Cedar Rock Investment Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 14 individual clients.
- Its average account is about $1.1 million (assets it manages divided by its 14 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Leominster, Massachusetts |
|---|---|
| Phone | (781) 859-8066 |
Cedar Rock Investment Advisors fees
Cedar Rock Investment Advisors 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 14 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 143327 |