Rock Creek Wealth Planners And Advisors LLC is a multi-state adviser based in Silver Spring. It manages $8.77 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Colorado, Delaware, and 16 other states.
Rock Creek Wealth Planners And Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rock Creek Wealth Planners And Advisors LLC is $8.77 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rock Creek Wealth Planners And Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Rock Creek Wealth Planners And Advisors is high net worth individuals with 3 clients and $6.96 million of assets under management. Among the 3 most similar advisory firms, Rock Creek Wealth Planners And Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $8.77 million for 31 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rock Creek Wealth Planners And Advisors doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rock Creek Wealth Planners And Advisors LLC performs its advisory services is located at 8607 Cedar St., Silver Spring, MD 20910, which is also the mailing address of the firm. An additional office of the firm is in Jackson, MS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-899-1400. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at rockcreekwealth.com/.