Fee Schedule
COMPREHENSIVE WEALTH MANAGEMENT
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.