Firm
RockCrest Financial
Somers Point, New Jersey
Fee-only
Facts
| Based in | Somers Point, New Jersey |
|---|---|
| Website | rockcrestfinancial.com |
| Phone | (856) 694-3288 |
RockCrest Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 0.96% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"The cost of a one-time comprehensive written financial plan ranges from $2,500 to $5,000 depending on scope and complexity." source
"We provide investment management only services to a limited number of clients for 0.96% of AUM." source
"No. We do not have strict asset minimums to work with us." source
"Subscription-Based Flat Fee Financial Planning" source
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 · Fixed fees |
|---|---|
| Assets managed | $44 million |
| Individual clients | 108 |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 282360 |