Firm
Rockford Financial Planning
Wilmington, Delaware
Fee-only
Rockford Financial Planning at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 118 individual clients, 29 of them high net worth.
- Its average account is about $179,000 (assets it manages divided by its 445 accounts).
Facts
| Based in | Wilmington, Delaware |
|---|---|
| Website | rockfordfinancialplanning.com |
| Phone | (302) 438-7600 |
Rockford Financial Planning fees
Rockford Financial Planning 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 | $80 million |
| Individual clients | 89 |
| High-net-worth clients | 29 |
| Accounts managed | 445 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 312048 |