Round Rock Advisors

Round Rock Advisors at a glance

• One of 144 fee-only firms based in Connecticut in the Wellspent graph.
• 10 advisors are listed here; 3 of 10 hold the CFP.
• Its Form ADV reports 22 employees and 622 individual clients, 202 of them high net worth.
• Its average account is about $469,000 (assets it manages divided by its 1,935 accounts).

Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut

Facts

Round Rock Advisors fees

Round Rock Advisors 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

Advisors at this firm (10)

• Allison Costas

• Bert Bowler

  CFP

• Besart Beluli

• Craig Jensen

• Elaine Biersack

• Jeffrey Shaw

• John Planell

  CFP

• Lynda Kommel-Browne

  CFA

• Robert Weinstein

  CFP · PFS

• Scott Dynan