Aiden Boorstein is a CFP-designated registered investment advisor at Rockcrest Financial LLC, based in Somers Point, NJ, with 2 years of industry experience. Aiden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.96% |
This investment management fee applies to any amount that clients may have under our management. Current or previous clients of RockCrest may have fee schedules that differ from the above. Lower fees for comparable services may be available from other sources. Investment management fees paid to RockCrest Financial LLC are generally not negotiable.
Fee Estimator
Location
551 New Road, Suite B, Somers Point, NJ, 08244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Aiden is involved in self-employed AI-related projects as a remote independent contractor since March 2025. This activity takes about 10-20% of his time and occurs outside of market hours.
Employment History
Current Registrations
Rockcrest Financial LLC
State Registrations1 state
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