Firm
Rockcliff Capital
Pittsburgh, Pennsylvania
Fee-only
Rockcliff Capital at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 60 individual clients, 18 of them high net worth.
- Its average account is about $343,000 (assets it manages divided by its 194 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Website | rockcliffcapital.com |
| Phone | (412) 833-3091 |
Rockcliff Capital fees
Rockcliff Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | $67 million |
| Individual clients | 42 |
| High-net-worth clients | 18 |
| Accounts managed | 194 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 168708 |