Adam Klazmer is a CFP-designated registered investment advisor at Rockwood Wealth Management, LLC, based in New Hope, PA, with 13 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,021 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, Rockwood Wealth Management may combine the account values of family members to determine breakpoints and applicable advisory fees. All fees are negotiable.
Fee Estimator
Location
6464 Lower York Road, New Hope, PA, 18938
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is involved in several outside business activities, including an insurance brokerage. He also serves as a board member for Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League, and is a member of 91 Investments, LLC.
Employment History
Current Registrations
Rockwood Wealth Management, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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