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Fee Schedule


We offer clients a holistic approach to manage your overall financial health and pursue multiple, often competing financial goals. Whether it is a comprehensive financial plan or a specific planning need, our CERTIFIED FINANCIAL PLANNERTM Professionals offer the following services:

  • Investment Allocation
  • Retirement Planning
  • Income Tax Planning
  • Charitable Giving Strategies
  • Estate Planning Analysis
  • Insurance Analysis
  • Multiple Goal Analysis
  • Planning “What If” Scenarios
  • Goal Monitoring
  • Social Security Maximization
  • CalPERS Optimization
  • CalSTRS Optimization
  • Education Planning
  • Business Optimization
  • Stock Option Analysis
  • Roth Conversion Analysis
  • Multi-Generational Planning
  • Behavioral Financial Coaching  

All of the above ‘Personal CFO’ services are included as one comprehensive service offering for RedRock’s wealth management clients. Our team of CFP® professionals believes in charging straightforward and transparent fees on the advisory accounts we manage; that way you always know what you’re paying us. This professional advice fee is assessed to all clients alike and is billed to the following annualized schedule:

For individuals who do not meet the above schedule and wish to enter more of a one-time consultative retainer relationship with our CFP® Professionals; we offer this option beginning at flat contractual fee of $3,750; dependent on the complexity of the plan.