Firm
Rockline Wealth Management
Islip Terrace, New York
Fee-only
Rockline Wealth Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 4 employees and 861 individual clients, 339 of them high net worth.
- Its average account is about $502,000 (assets it manages divided by its 1,494 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Islip Terrace, New York |
|---|---|
| Website | rocklinewealth.com |
| Phone | (516) 605-1624 |
Rockline Wealth Management fees
Rockline Wealth 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $750 million |
| Individual clients | 522 |
| High-net-worth clients | 339 |
| Accounts managed | 1,494 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-127867) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 324004 |