Firm
HighRocks Wealth, LLC
Santa Fe, New Mexico
Fee-only
HighRocks Wealth, LLC at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $232,000 (assets it manages divided by its 27 accounts).
Facts
| Based in | Santa Fe, New Mexico |
|---|---|
| [email protected] | |
| Phone | (505) 920-0162 |
HighRocks Wealth, LLC fees
HighRocks Wealth, LLC 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 | $6 million |
| Individual clients | 12 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 293842 |