Rockford Financial Planning (RFP) manages investment portfolios and offers financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. RFP offers ongoing comprehensive planning and hourly financial planning. Investment management is offered through a wrap fee program.
Assets Under Management$80M
Clients118
Advisors2
Avg. per Client$680K
Avg. per Advisor$40M
rockfordfinancialplanning.com ·www.linkedin.com/in/connormatheny ·www.linkedin.com/in/kevin-o%e2%80%99hanlon-cfp-...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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