Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, trusts, and estates. This includes determining financial goals, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Castle Rock is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees. They manage client accounts with discretionary authority under a limited power of attorney.
Fee Structure
For ongoing financial advisory clients, Castle Rock charges a flat quarterly fee based on the complexity of the client's circumstances and needs. The minimum quarterly fee is $1,250, or $5,000 annually. Fees may be increased up to 5% annually to cover operating costs. Under certain circumstances, Castle Rock may charge a percentage of assets under management, ranging from 0.6% to 1.2% based on the dollar amount and complexity.
