Guide Rock Capital Management

Guide Rock Capital Management at a glance

• One of 47 fee-only firms based in Nebraska in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 71 individual clients, 21 of them high net worth.
• Its average account is about $249,000 (assets it manages divided by its 165 accounts).

Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska

Facts

Guide Rock Capital Management fees

Guide Rock Capital 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

Advisors at this firm (2)

• Ronny Miller

  CFP

• William Miller