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
https://rockplanning.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Rock Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Brady, financial advisor Arvada CO
Joseph W. Brady
CRD#: 5730275
Arvada, CO

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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