Rock Financial Planning
Rock Financial Planning (CRD# 304615) is a financial advisory firm headquartered in , . They manage $824,061 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rock Financial Planning
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts20ACCOUNTS
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Average Account Value$41,203
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Rock Financial Planning
1
Joseph Brady (CRD# 5730275) is an Investment Advisor Representative working at Rock Financial Planning in Arvada, CO and has over 8 years of experience in the finance industry.
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